When Nelly Mubashi left UBS in 2008, she assembled the infrastructure needed to launch her own RIA from scratch. By 2015, industry colleagues kept asking how to replicate her model. Now RIA Innovations offers that blueprint as a turnkey platform—complete with transparent pricing, flexible contracts, and the kind of institutional support that didn’t exist when Mubashi made the jump herself.
The TAMP marketplace has reached critical mass, but Kyle Fleming, Director of Product Strategy at SS&C Black Diamond Wealth Solutions, says the story is far from finished. The next phase moves beyond simple outsourcing to something more sophisticated: a mosaic approach that lets advisors retain control while gaining operational leverage. Fleming explains how firms can scale personalized service across generational households without adding headcount—and why workflow, not technology features, determines success.
