Tech It Up

Jan 15, 2025 • 22 minutes

Optimizing Operations for RIAs: Insights on Successful Firm Transformations

In this episode of Tech It Up, Joe Metcalf shares insights on optimizing tech, tackling operational challenges, and embracing trends like tech consolidation to help RIAs stay competitive.

Jan 2, 2025 • 25 minutes

Speed and Precision at Scale: The Power of a Unified Platform

Dec 16, 2024 • 18 minutes

Demystifying the Exponential Rise in Private Credit

Dec 4, 2024 • 28 minutes

Building Wealth with Unique Assets: Insights on Ultra-High-Net-Worth Asset Management

Uncover the untapped potential of real estate, oil and gas interests, notes, mortgages, and collectibles.

Nov 15, 2024 • 11 minutes

All You Need is a Plan: Geneva October Release

Nov 6, 2024 • 25 minutes

Optimizing Decisions: Addressing Challenges in Portfolio Analytics

Oct 15, 2024 • 21 minutes

Starting Up Right: Accounting Must Haves