Latest / Transition To RIA Podcast
Q59 - What Is An RIA Technology Stack?
At it's core, transitioning to the RIA model is simply an exercise in identifying what your current firm provides for you, and determining how to replicate those resources on your own.
Technology is a key part of that.
In the RIA model, the various technology solutions needed to run a modern day advisory practice, are brought together into a "tech stack".
In the latest episode of my RIA explanatory series I explain, among other things:
What a tech stack is.
The types of solutions that make up a tech stack.
Important considerations to be aware of when designing a tech stack.
Why technology is…
The skinny
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