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Launching an RIA
Feb 9, 2021
The Definitive Timeline for Launching a New RIA Firm

Thinking about independence for your advisory practice? If you’re wondering if it’s time to start a new RIA, you aren’t alone.  Now more than ever, advisors are ready to break from long-standing relationships with large financial institutions so they can form their own independent businesses and give their clients the kind of personal service and

Dec 23, 2020
2020 Year in Review

          December 27, 2020 To our valued clients and partners, As we near the end of 2020, I cannot help but reflect on words my Phi Gamma Delta fraternity brothers and I learned many years ago from one of our alumni, the 30th President of the United States, Calvin Coolidge. Let’s

Dec 11, 2020
Fusion Financial Partners Launches FusionNetix™ to Provide High-Touch Technology Services Tailored to Unique Needs of RIA Community

CARLSBAD, Calif., Dec. 10, 2020 /PRNewswire/ — The rapid evolution of the wealth management industry in the last few years has been driven by advances in technology. With that in mind, the founders of Fusion Financial Partners have launched FusionNetix™ (fusionnetix.com), a new firm created to deliver white-glove managed IT services, cybersecurity expertise, and IT consulting

Dec 9, 2020
$3.75bn FiNet team exits to set up independent RIA

Boston-based Mayflower Advisors spent 15 years affiliated with Wells Fargo. Ian Wenik 02 December 2020, 11:57 (article from CityWireUSA) A 35-person team formerly affiliated with Wells Fargo’s FiNet has exited the wirehouse to set up its own independent RIA. Boston-based Mayflower Advisors, which employs 16 advisors, plans to use Pershing as its primary custodian. The

Oct 6, 2020
Fusion Financial Partners Hires RIA Veteran John DiBenedetto as Managing Director

SAN DIEGO, Oct. 6, 2020 /PRNewswire/ — Fusion Financial Partners, the premier consulting firm specialized in the area of transformative business consulting for RIAs, today announces the hire of John DiBenedetto as Managing Director, Strategic Partnerships. With more than 25 years of industry experience, Mr. DiBenedetto will broaden Fusion Financial Partner’s institutional consulting services by overseeing the firm’s

Sep 16, 2020
Fusion Financial Partners Upgrades Offering with Launch of Technology Solution Department

In partnership with Mirador, we’ve launched a new technology called ScoreCard and expanded our team of bespoke tech experts in RIAs. Fusion Financial Partners has expanded its suite of offerings for RIAs with the launch of its new Fusion Technology Solutions department, a joint venture partnership with Mirador, LLC, a leading provider of bespoke portfolio-performance

Nov 15, 2019
Fusion Financial Partners adds ex-Fidelity VP

The RIA consultancy has hired Barret Frost, who was formerly a vice president of Fidelity’s custody business and a recruiter at LPL Ian Wenik 15 November 2019, 13:28 (Published on CityWireUSA) RIA consultancy Fusion Financial Partners has made a key hire from Fidelity’s custody business. The Carlsbad, Calif.-based firm has hired Barret Frost to serve

Feb 14, 2019
Fusion Financial Partners Forms Strategic Partnership with Progressive Management Associates to Bring Proven Coaching Resources to Independent Advisors

CARLSBAD, Calif., Feb. 14, 2019 /PRNewswire/ — Fusion Financial Partners announces strategic partnership with Progressive Management Associates to bring additional resources through specialized coaching to assist break-away advisor teams with business optimization. Formed two years ago by industry veterans and former HighTower executives, Mike Papedis and Kimberly Papedis, Fusion is a leading business consulting agency for

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