The Key Steps to Becoming an RIA (S3 E2)

The Key Steps to Becoming an RIA
(S3 E2)

The independence movement is still in full force with Advisors, but this can mean many things and there are multiple levels of “independence.” In this episode of the Conquer Risk, podcast we break down the key steps to consider before taking the leap, including:...
Your Business Matters (S3 E1)

Your Business Matters
(S3 E1)

In speaking with advisors, the biggest frustration we found with UMA/Multi-Strategist solutions was poor service. Across the board. For the season three premier of the Conquer Risk podcast, we discuss how we built Union to create a better experience point-by-point:...
The Making of Union UMA  (S2 E25)

The Making of Union UMA
(S2 E25)

The final entry in our “making of a platform” is here and it’s a BIG one, as we share our vision behind the Union UMA. We’ve been listening to advisor’s frustrations for years, and we’ve built this solution with one principle in mind – your business matters:...
Building a Multiple Manager Platform (S2 E15)

Building a Multiple Manager Platform (S2 E15)

In a follow up to our Season Two premiere, we continue our series on “The Making of an Investment Platform.”  It is an exciting experience to share this in-process, and we’re eager to provide several key updates in this episode including: Platform architecture Our...