RIA Channel

RIA Channel offers valuable educational resources and events tailored for the biggest community of financial advisors in the industry.

International, Trade/B2B

English

Online/Digital

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Global

#1523172

United States

#452616

Finance/Investing

#4136

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Articles

Advyzon’s Dave Goes On The Benefits Of A Configurable Advisor Platform

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.
Clear Creek Financial Management’s Warren On Scaling An RIA Firm

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.
MS to Host Inaugural “Integrated Morgan Stanley" Summit for RIAs and Family Offices in NYC on May 1

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.
Avantax’s Stack On The Importance Of Women Investors And Advisors

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.
Morgan Stanley to Host Inaugural “Integrated Morgan Stanley" Summit for RIAs and Family Offices in NYC on May 1

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.
Monroe Capital’s Koenig On Lower-Middle-Market Private Credit

1 week ago | riachannel.com | Keith Black

Theodore L. Koenig, Chairman and CEO of Monroe Capital, joined Keith Black, Managing Director of RIA Channel, at the CAIS Summit to discuss the advantages of private credit lending in the lower middle market. Monroe Capital specializes in providing private credit to lower middle-market companies that have less than $35 million in EBITDA or $250 million in revenues. Each year, Monroe Capital lends to 100 of this universe’s 250,000 companies.
Foundation Source’s Seeber On Foundations And Donor-Advised Funds

1 week ago | riachannel.com | Keith Black

David Seeber, VP and Enterprise Account Executive for Foundation Source, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how donors and their advisors choose from foundations and donor-advised funds for charitable giving options. Foundation Source is an enterprise-caliber technology-led firm for charitable giving solutions. The firm works with advisors, donors, charities, and non-profits.
Inland Securities Corporation’s Graham On Tax-Advantaged Real Estate Investments

1 week ago | riachannel.com | Keith Black

Phil Graham, EVP of Strategic Relations for , joined Julie Cooling, Founder and CEO of RIA Channel, to discuss diversification and tax advantages of real estate investments. Inland has been a leader in commercial real estate investments for almost six decades, launching over 800 private and public investment programs. The firm raised $30 billion in equity, which facilitated over $55 billion in real estate acquisitions.
Ares’ McCurdy On Providing Transparency In Private Markets

2 weeks ago | riachannel.com | Keith Black

Brendan McCurdy, Head of Research and Marketing for Ares Wealth Management Solutions, joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Summit to discuss advisor education on private market investments. AccessAres provides transparent insights into private markets, including current pricing and deal flow. Ares offers access to investments in private equity, private credit, private real estate, and private infrastructure.
Advisor360°’s Tedesco On The Role Of AI For Financial Advisors

2 weeks ago | riachannel.com | Keith Black

Darren Tedesco, President of Advisor360°, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how AI can enhance the efficiency of financial advisory firms. Advisor360° is a wealth management platform that serves over 25,000 home offices, advisors, and their clients. The firm started in the technology department of Commonwealth Financial Network and spun out in 2019. Advisor360° is a software company that doesn’t provide asset management or custody services.