Tag Archives: #BrianKing

Episode 79 – The Importance of the Right Clearing House Partner – With Michael Scaplen and Brian King

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , , , , ,

Realto, through its partnership with Axos Clearing, became the first ever platform to have a fully electronic secondary transaction of an alternative investment. 

In today’s episode, Michael Scaplen, Senior Vice President of Sales at Axos Clearing, LLC, and Brian King, CEO and Co-Found of Realto again join Doug for a discussion about the importance of choosing the right partner for now and into the future.

  • Why do firms choose a specific clearing partner to suit their needs? 
  • How Axos is working to expand its FinTech capabilities
  • How far in advance Realto worked to get the right partner in place
  • How Axos invests in its clients by bringing in the correct resources to design solutions to meet their needs
  • The questions Realto needed answered as they searched for the correct clearing partner

Resources: Axos Clearing | Realto

 

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Episode 52 – Making Alternatives Accessible Through Technology – with Brian King

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

Brian King is the Co-Founder and CEO of Rialto, a next generation marketplace that unlocks opportunities in the real estate and other secondary investment markets. We’re connecting buyers and sellers like never before and modernizing their portfolio with less volatile, more versatile investment options. 

In today’s episode, Doug & Brian talk about Brian’s long-term interest in private markets and entrepreneurism, and how it drove him to found Realto. They also discuss:

  • Why interest in alternatives continues to grow
  • How Realto is different from other companies popping up in the alternative space
  • How Realto defines real estate opportunities
  • Why Realto wants to work side-by-side with advisors
  • How Brian started a business during the pandemic
  • What the future might hold for Realto

Resources: Realto

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