Industry Involvement
Tools and knowledge built by operations leaders. for operations leaders
Posts
In this podcast, hear Shaun talk about: The challenges operational, back office, and other non-advisory roles face at RIAs, often working and navigating challenges alone. How the High Impact Financial Operations Network (HIFON) offers a supportive community for operational leaders to solve problems, connect, and help others succeed HIFON’s journey from a virtual study group…
To learn more about the book, visit this page.
Written by industry journalist and long-time HIFON advocate: Bob Veres, of Inside Information. Some years ago now, I read a Cerulli report which purported to predict the future of the ‘independent RIA channel,’ or some such thing. I normally did (and still do) ignore the Cerulli research because I think they understand the…
As the RIA industry continues to evolve and competition for clients (and advisors) increases, RIAs are realizing the importance of a dedicated Operations team that ensures that the trains are running on time and allows advisors to focus their attention solely on client service and business development. The RIA industry has always done a good…
Shaun Kapusinski presented at the 2023 NAPFA Spring Conference on a “Technology Framework for Success.” He addressed the thought that building a technology stack should be easier than ever with so many options to choose from. Yet we find ourselves lost in poor adoption and even worse data. This session explored the hidden costs of…
Ep 126: Leveraging Technology to Navigate the Custodial Landscape with Shaun Kapusinski
In this session, Courtney Sukitch (Operations Team Lead at Waldron Private Wealth) unraveled the world of AI by giving attendees an understanding what AI truly is, tricks to master Prompt Engineering, and practical applications for all levels of your organization. She shined a light on the risks and cautionary aspects associated with AI implementation, ensuring…
Written by industry journalist and long-time HIFON advocate: Bob Veres, of Inside Information. Some years ago now, I read a Cerulli report which purported to predict the future of the ‘independent RIA channel,’ or some such thing. I normally did (and still do) ignore the Cerulli research because I think they understand…
Ep 126: Leveraging Technology to Navigate the Custodial Landscape with Shaun Kapusinski
Shaun Kapusinski presented at the 2023 NAPFA Spring Conference on a “Technology Framework for Success.” He addressed the thought that building a technology stack should be easier than ever with so many options to choose from. Yet we find ourselves lost in poor adoption and even worse data. This session explored the hidden costs of…