As client expectations shift and generational wealth moves, advisory practices face mounting pressure to deliver personalized experiences at scale. Andrew Stavaridis, Chief Relationship Officer at Envestnet, discusses how the firm seeks to help advisors close operational gaps, integrate financial planning more deeply, and position themselves to capture assets in motion—all while maintaining the relationship building that defines successful practices. Learn how Envestnet is investing over $1 billion to support advisor growth.
Small RIAs face mounting pressure to deliver comprehensive service without the resources of larger firms. CacheTech built its platform around a different model: shared technology, high-conviction investment management, and true collaboration. In a conversation with The Wealth Advisor, CEO and CIO Cormac Murphy explains why culture fit matters more than AUM, how his team navigated 2025’s volatile markets, and what’s coming next in tax optimization.
Too many TAMPs wedge themselves between the advisor and the client. Axxcess Wealth Management has taken a different approach—building a platform that delivers alternatives, tax-overlay strategies, and unified reporting entirely through the advisor’s brand. In a conversation with CIO Cory Persson, Chief Wealth Officer Deron McCoy, and Director of Portfolio Solutions Jeff Anderson, the team reveals how their allocator tool, 130/30 tax structures, and seamless UMA/UMH framework are reshaping the ultra-high-net-worth experience.
Proceeds from the investment round will be used to bolster support for Dynasty’s network of partner firms, enabling them to better serve their clients. Notably, it will fuel continued growth in talent and cutting-edge AI-driven technology.
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.
Envestnet doesn’t fit into traditional TAMP categories anymore. Over two decades, the company has transformed from a closed-architecture service layer into an open, integrated technology platform. Blake Wood, Head of Platform Strategy, explains how Envestnet now delivers tax-aware trading, AI-driven data intelligence, and personalized portfolio management at scale—while giving advisors more time with clients thank to less time managing systems.
