Robasciotti’s new financial activism firm, Adasina Social Capital, believes it’s built a better mousetrap for impact investing, one driven by community-sourced data from on-the-ground organizations.
A strategic partner with experience managing the minutia of running an RIA practice can help select a breed of alternative investment platforms, integrated technology and more.
Cornerstone Wealth Management founder Rich Arzaga has been able to turn his ability to advise on directly held real estate investments into opportunities to gain clients for his traditional wealth management services.
Wealth management firms need to be prepared to offer investment solutions that are compelling in returns and yield, while also laddering up to the promise of building a better world.
