A Scalable Approach To The RIA Market, With Joe Ujobai (Episode 77)

The alternatives industry has historically had plenty of "friction" in its user experience for investors. This friction has made it challenging for many wealth managers who want to access the broader universe of alternatives.

Joe Ujobai, CEO at AIX, joins the show to discuss his company's "fintech-forward" approach to building an alts platform, and how this approach can help unlock scalability in reaching the RIA channel.