Digital Wealth News Publisher Cindy Taylor invited FusionIQ Chief Investment Officer John Guthery, CFA, Bud Sturmak, CFP®, Head of Impact Investing, Perigon Wealth Management, LLC, and Mike Papedis CEO of Fusion Financial Partners, to join a roundtable discussing how technology is transforming impact investing. Read more about the insights these financial services specialists shared in their roundtable here: https://lnkd.in/dR_Mf4zx
Fusion Financial Partners
Financial Services
Carlsbad, California 606 followers
Transformative Business Consulting & Technology Solutions for RIAs
About us
Fusion’s purpose is to provide strategic guidance, planning and definitive project management services to wealth advisory firms to help them achieve their aspirations of RIA launch, growth, or to maximize enterprise value. Fusion is the first call from advisors searching for independence. Fusion Financial Partners was formed by leading RIA industry executives and is the financial service industry's first agency loyal to the independent financial advisor offering full-service guidance throughout a business’s launch, growth and monetization. Since our founding in 2017, our collaborative approach is based on the promise that every client is represented by the proven skills and experience of the entire firm. Our mission is to educate and help as many aspiring RIAs or existing RIA firms achieve their goals as possible. Empowered by our relationships across custodians, IBD’s, regulatory firms, law practices, technology companies, asset managers, insurance companies, digital media, marketing/PR firms and more, we work closely with the industry’s leading firms for our client’s benefit. We offer an unparalleled internal and external ecosystem of experts, relationships, access, and industry intelligence to help ensure our clients achieve their goals. For enterprises supporting the independent advisor marketplace, we offer direct access to our executive business leaders for management consulting and strategic partnership opportunities. Our clients’ needs range from education on the RIA space to implement new growth initiatives, vetting new products and strategies, to supplementing their existing project teams with experts to be an independent advisor to firms’ leadership and executive committees. Simply put, we are the fusion of experts in RIA launch services, growth consulting, industry trends, coaching, and investment banking - a powerful force representing you and connecting you to the industry’s best brands. Welcome to Fusion Financial Partners. Expertise Matters.
- Website
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https://fusionfp.com/
External link for Fusion Financial Partners
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Carlsbad, California
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Mergers & Acquisitions, RIA start-up solutions, Succession Planning, Business Development, Talent Development, Strategy Development, Wealth Management, Practice Diagnostics, Registered Investment Advisors, Financial Advisor, Pricing Negotiations, Vendor Assessment, Independent Financial Advisors, Custodian Relations, RFP Creation, Due Diligence, Talent Acquisition, Compliance, and Organizational Growth Strategy
Locations
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Primary
2150 Palomar Airport Rd
Carlsbad, California, US
Employees at Fusion Financial Partners
Updates
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🎤Karaoke Optional, Cowboy Hats Required. 🤠 Fusion CEO @mikepapedis will be attending the BNY Mellon | Pershing INSITE Conference next week in Nashville to introduce our new RIA paperwork and account opening offering: LOTUS. 🪷 #RIA #ACAT #transitions #techenabled #security #independence
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A new offering from Fusion Financial Partners a brand you know and trust. Introducing Lotus. Transition project management, including all paperwork, in an efficient, technology driven, digitized, data protected manner. Need transition help? Let Lotus. Kimberly Papedis, CFP Mike Papedis #ria #transition #independence #clientsafety #data #digitizedsolutions
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Our founders Mike Papedis and Kimberly Papedis, CFP will be attending Wealth Management EDGE next week in Hollywood, Florida! Stop by the Invent Village to say hello. Or, PM us to set a time to meet up for a 1:1. #RIA #independence #wealthmanagement #conferenceseason
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Our CEO, Mike Papedis, has the pleasure of attending opening bell Nasdaq this morning. We are thrilled for our friends at Binah and excited to see what the future holds for them!
The premier consultants for both current, or aspiring, RIAs, National ADV Platforms, IBDs, Family Offices, Endowments & Foundations
Very grateful to be invited to celebrate the recent IPO by participating in the opening bell ceremony at Nasdaq with our partners at Binah Capital Group (formerly known as Wentworth and a collection of RIA friendly BDs, including PKS). Truly a superb experience. Many may not appreciate the hard work required to make this milestone happen. A significant accomplishment and exemplifies outstanding vision and leadership by Craig Gould and his executive team. Cheers to my friends Craig Gould, Pete Purcell, Katherine Flouton, Eric Retzlaff, Jason Day and many others!! #nasdaq #wallstreet #openingbell #RIA #independence #success #IPO #boldmoves #advisorfocused
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“The desire (or need) for founding advisor partners to implement their personal succession plans remains a driving force in continued deal-making.” - Mike Papedis Read the latest succession planning and deal making insights from Fusion CEO, Mike Papedis, Larry Roth CPA, JD, Bomy Hagopian, CFA and Alex Goss, CFP® in Alternatives Watch. #ria #successionplanning #dealmaking #independence #acquisitions
How private equity will impact RIA consolidation trends in 2024
https://www.alternativeswatch.com
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Great insights from RIA leaders, including our own Mike Papedis about the ever changing M&A landscape! Wealth Solutions Report Kimberly Papedis, CFP
M&A Optimism Amid Lofty RIA Valuations, And Rising Costs For Small IBDs
https://wealthsolutionsreport.com
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California 🏄♂️has always been super friendly to an employee’s right to work, making it easier for a breakaway advisor to leave and solicit even prior to protocol days. As our friends Breakaway Partners Law, Christopher Rowlett & John D. Vaughn point out, it just became even friendlier.
Cali laws strengthen protections against restrictive covenants, impose notification requirement
citywire.com
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Looking forward to seeing everyone at T3! Our founders Mike Papedis & Kimberly Papedis, CFP will be co-hosting dinner at Top Golf on Monday alongside our partners, Maxwell Alles of Alles Technology. ⛳ We have a handful of spots left. 🏌♀️ PM us if you'd like to join!