September 5, 2023
Welcoming David Coyle, Our New Chief Revenue Officer, to Smartria

We’re thrilled to announce that Smartria is growing its leadership team by adding David Coyle, who will be the company’s Chief Revenue Officer. We created this new position specifically for David, in response to accelerating interest in our industry-leading solutions for registered investment advisors, hybrid RIAs with dually registered advisors, enterprise firms, and compliance consultants. […]

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9 Mistakes to Avoid When Learning Fintech

Tech adoption can be a huge issue for RIA companies, and virtually any business these days. If the pandemic has taught us anything, it’s that most people can quickly adopt new tech. (Online meetings anyone?) Meanwhile, some may initially resist new tech and later grow to love it. And then there’s the handful of people […]

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