From Point-A to RIA. Our friends become your friends. Fusion leverages decades of old industry friendships to act as advocate, educator, tactical support, strategic guide and negotiator for advisor practices & institutions looking to make the move to independence.
Curating solutions to help your firm achieve revenue growth. Implementing solutions to enhance inorganic growth strategy. Optimizing organizational structure focused on your human capital investments.
Assessing your business technology and operational needs through the Fusion ScoreCard(TM). Negotiating and implementing vendors that offer the most relevant solutions available for your needs.
Estate planning and risk mitigation resources for the fiduciary-minded advisor. Asset mapping for legacy positions to fee-based solutions. Our service is designed to meet the needs of RIAs, hybrid advisors and national platforms seeking to add solutions, enhance client service and grow revenue.
Guidance through the vast array of market options with our experienced management consultants. Whether you are a buyer, seller or PE Firm seeking to expand, Fusion offers industry insider experience including target firm evaluation, integration services, lending/capital solutions exchange providing you instructions and guidance to choose from the vast array of options available to RIAs, succession planning, and transition management to accomplish your M&A goals.