For as much as the term “disruption” is used in connection with the technology sector, when it comes to wealthtech solutions provides who serve the RIA channel, it is frequently about both evolution as well as revolution. Over the past 15 years, the rapid growth of the RIA channel helped drive a proliferation of third-party
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Fusion is a California-based financial services firm that provides services such as recruiting strategy, estate and succession planning for wealthy families.