Angela Giombetti is the Chief Marketing Officer of Wealthspire Advisors, a $31 billion RIA firms and member of the Net Positive Consortium. This article was originally published in InvestmentNews. Click here to read it in its entirety.
Let’s face it – the Registered Investment Advisor (RIA) community is still a small world. Even with rapid consolidation, breakaway activity, and the rise of AI-powered firms, most of us feel like we know everyone in the neighborhood. Change is constant, and much of it has been for the better.
One of the most encouraging shifts is the move toward intentional, transparent data-sharing. This openness isn’t just refreshing – it’s becoming a competitive advantage, helping firms elevate brands, inform technology adoption, and strengthen industry connectivity.
That belief in the power of collaboration is one of the reasons Wealthspire became a founding member of the Net Positive Consortium in Wealth Management (NPC). At its core, the NPC is built on a simple premise: knowledge hoarded is opportunity lost. By sharing best practices, firms accelerate innovation, elevate standards, and widen access to quality advice for clients and communities alike. Today, that vision is unfolding in real time, particularly in the areas of marketing and technology – two functions undergoing profound transformation.