Keith Black
Managing Director at RIA Channel
Digital Asset and Cryptocurrency Consultant at Freelance
Author, researcher, course designer, and lecturer on cryptocurrency, private equity, hedge funds, and alternative investments
Articles
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1 week ago |
riachannel.com | Keith Black
Dave Goes, President of Enterprise Solutions for Advyzon, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how advisors and large enterprises can benefit from installing a flexible and complete technology platform. Most of the industry built best-of-breed platforms through acquisitions. Advyzon has taken a different approach, building a platform from the ground up. Because Advyzon uses a single database and a single source code, the platform is highly scalable and configurable.
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1 week ago |
riachannel.com | Keith Black
Ben Warren, Co-Founder and Principal of Clear Creek Financial Management, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how the firm grows by attracting advisors. Clear Creek Financial Management is an RIA with $1.5 billion in AUM. The firm was established in 2014 as a breakaway from a large broker-dealer. Clear Creek has grown over time by aggregating financial advisors. Advisors choose to join because of the firm’s technology and growth platforms.
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1 week ago |
riachannel.com | Keith Black
Lou Mandia, Head of RIA Strategy and Distribution for the Institutional Equity Division at Morgan Stanley, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the “Integrated Morgan Stanley” initiative and its May 1 launch event. On May 1, 2025, Morgan Stanley will be hosting its inaugural “Integrated Morgan Stanley Summit for RIAs and Family Offices” in New York City.
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1 week ago |
riachannel.com | Keith Black
Laurie Stack, Regional VP and Head of the Avantax Women’s Advisor Forum at Avantax, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the role of women advisors in her firm and the industry. Avantax is a tax-centric firm for financial advisors, tax pros, and CPAs. The firm has a niche at the intersection of tax and wealth. After its acquisition by Cetera Financial Group, the firm works with over 4,000 advisors.
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1 week ago |
riachannel.com | Keith Black
Lou Mandia, Head of RIA Strategy and Distribution for the Institutional Equity Division at Morgan Stanley, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the “Integrated Morgan Stanley” initiative and its May 1 launch event. On May 1, 2025, Morgan Stanley will be hosting its inaugural “Integrated Morgan Stanley Summit for RIAs and Family Offices” in New York City.
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RT @bohbets: Didn’t think I’d have to worry about OKC getting blown out
The crypto rally is explained by a promised clarity in regulations in the next administration. Chapter 8: "Many investors may hesitate to allocate investment capital to digital assets when regulatory clarity is lacking.” $BTC $ETH #crypto #bitcoin #ether https://t.co/LsPsD2Q6Ut
RT @RIAChannel: Helium Foundation’s Sigel On Incentivizing New Decentralized Infrastructure Capacity Read Now: https://t.co/to2C61klhm #RI…