Vise, an automated asset management platform that helps advisors build and manage personalized portfolios for their clients, announced this week that it has hired Ross Znavor as president.
He is not new to Vise, having served as an executive advisor with the company for over a year.
“Existing clients have been growing significantly, more than market growth, but the breakout growth has been from aggregators,” Vasavada said.
“What I can say is that we have signed multiple of the largest RIA aggregators, several hundred billion in total assets,” said Vasavada.
At the same time, Chip Roame, the founder of Tiburon Strategic Advisors and the former chairman of Envestnet, signed on to serve as a strategic advisor...
News articles remains the property of the source. Tellbrief is a news aggregator.
