TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Tag: RIA

    • Long-Term Bullish On RIA/Private Client/Trust Investment Services

      I traded text messages with a friend who is contemplating a Chief Investment Officer role with a large RIA firm. Increasingly it seems Portfolio Managers who spent much of their career working for large, long-only investment managers are looking for a change to where they can operate with more flexibility and creativity. The RIA/Private Client/Trust…