On June 5 we announced our joint promotion with RIA in a Box, Riskalyze, and Morningstar to extend support to new registered investment advisors (RIAs) during COVID-19.
At the same time we let you know about “The Path to Independence: How to Build Your Technology Stack” webinar, where executives from each of the companies involved in the promotion were going to be present to discuss the challenges and the rewards of starting an RIA firm, as well as how to build your technology stack to support your efforts. If you missed the webinar, you can read Jeff Berman’s recap of the event at ThinkAdvisor here.
