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Sep 28, 2021
Fusion Financial Partners Welcomes Aperture Research Partners

Fusion Welcomes Matt Harris of Aperture as a Strategic Partner     We’re proud to announce a newly formed, strategic partnership with Matt Harris, CMT, Founder of Aperture Research Partners, a leading investment research and strategy firm. Matt supported the investment growth from its launch of one of the largest and leading investment platforms, Hightower

Launching an RIA
Aug 9, 2021
Black Ops:  Initiate Independence!

Let’s be honest… you have been thinking about RIA for a while now. You are interested because you know it is a massive upgrade to your current situation. Independence provides ultimate business control, creating real business value, a better lifestyle, legacy planning, and monetization strategies. However, you may be struggling with finding the best options,

Jul 30, 2021
Fusion Insights: Tim Bello - Merchant IM

Feature – Q & A with Tim Bello      We’re excited to introduce our newest feature, Fusion Insights, that will be an interview with one of the foremost experts or leaders in the investment advisory industry on real-time, relevant topics. This month, we’re proud to feature Tim Bello, Managing Partner of Merchant Investment Management

Launching an RIA
May 4, 2021
How to Create a Vision Statement that Sets the Right Direction for Your RIA

When you’re planning a journey of any kind, you always begin with the end in mind. Everything you plan—the route, stops, timeline—stems from you saying, “I want to go to the beach” or wherever you want to be. Think of your firm’s vision statement as the “destination” for your journey of starting an RIA. It’s

Launching an RIA
Apr 27, 2021
4 Ways RIAs can Build and Maintain a Healthy Relationship Between Owners

Running a business is stressful, especially for RIAs. Building and maintaining a client book, getting through the mountains of paperwork to register with the proper authorities, keeping an eye on marketing, compliance, client portfolios, and so on and so on. It’s enough to wear you out.  Wouldn’t it be great if you had a partner

Launching an RIA
Apr 13, 2021
3 Ways Fusion Black Ops Protects Breakaway Advisors Before, During and After You Launch Your New RIA

Starting your own RIA is like taking a long journey. You begin with the destination in mind—independence, control, no more splitting revenue with your parent firm. The journey is worth it, and you’re ready to jump in the car and go.  But how do you get there? How long will it take? What obstacles should

Launching an RIA
Apr 6, 2021
Our Favorite Digital Marketing Strategies for RIAs

Marketing can be complex and intimidating. If you’re like most advisors, you either steer clear of marketing completely or you have a couple things you do when you have the time and energy (which isn’t often).  With the advent of the internet, marketing is a continually evolving toolbox of growth strategies that vary wildly in

Launching an RIA
Mar 23, 2021
Why RIAs Should Consider Outsourcing Their I.T. Department

The Information Technology department in any company operates within a strange dynamic. If they’re doing their job right, nobody thinks about them. But when something tech-y goes wrong, everybody blames them first (and depends on them to fix everything). When it comes to building your I.T. department at your RIA, you have three options: Hire

Launching an RIA
Mar 16, 2021
The 15 Essential Pieces of an RIA’s Tech Stack, and How to Pick the Right Solution for Each

An RIA’s tech stack can be broken down into five categories, each with three subcategories: The Big 3 Investment Tools Portfolio Management Communications Firm Operations Today, we want to go through all five categories to look at how to decide what makes sense for you. This is not a roundup of all of the solutions

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