
Articles
-
5 days ago |
riachannel.com | Michelle Adams
Greg Moro, Alternative Credit Sales Associate at Polen Capital, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how Polen’s approach to credit investing helps advisors build income and diversification into their client portfolios. Polen Capital is a fundamentals-driven investment manager with over 25 years of experience in credit investing.
-
2 weeks ago |
riachannel.com | Michelle Adams
Arnulf Hsu, Founder & CEO of GReminders, joined Julie Cooling, Founder & CEO of RIA Channel, to discuss how GReminders is transforming meeting management for financial advisors through AI. GReminders is an end-to-end AI-powered meeting management platform designed specifically for financial advisors. The platform supports the entire meeting lifecycle — from scheduling annual reviews and recurring check-ins to automating reminders and post-meeting follow-ups.
-
3 weeks ago |
riachannel.com | Michelle Adams
Mohan Nadiu, Founder and CEO of Alphathena, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss Alphathena’s differentiated approach to direct indexing for advisors. Alphathena’s platform is designed to put the power back in advisors’ hands by delivering true in-house portfolio customization and real-time performance tracking at scale.
-
3 weeks ago |
riachannel.com | Michelle Adams
Mohan Naidu, Founder and CEO of Alphathena, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss Alphathena’s differentiated approach to direct indexing for advisors. Alphathena’s platform is designed to put the power back in advisors’ hands by delivering true in-house portfolio customization and real-time performance tracking at scale.
-
3 weeks ago |
riachannel.com | Michelle Adams
Dave Feldman, Chief Executive Officer at Greenboard met with Julie Cooling, Founder & CEO, RIA Channel to discuss Greenboard’s approach to modernize SEC and FINRA compliance. Greenboard serves as a modern operating system for SEC and FINRA compliance, unifying historically fragmented compliance tasks—such as employee archiving, employee and firm compliance, and third-party diligence—into a single, streamlined platform.
Try JournoFinder For Free
Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.
Start Your 7-Day Free Trial →X (formerly Twitter)
- Followers
- 1K
- Tweets
- 29
- DMs Open
- No