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Wednesday, February 14, 2024

New Custody, Clearing Agency Launches With Ex-Hightower Exec at Helm

“Over the previous 18 months, we’ve got launched into an bold journey to reimagine how we serve the RIA and impartial dealer neighborhood,” Jeffrey A. Desich, chairman of Innovayte and government vice chairman of Fairness Belief Co., stated in a information launch.

“With the launch of Innovayte, we’ve got a greater approach to help entrepreneurs, specializing in enterprise outcomes, not asset dimension,” he stated. “We can be inviting a choose variety of advisors whose practices have lengthy been ignored by the massive companies and deserve a better deal of consideration from their companions.”

In 1974, Richard Desich launched a brokerage agency that finally grew to become Fairness Belief Co., an impartial belief firm. Virtually 40 years later, the Desich household shaped Fairness Advisor Options to additional serve the monetary companies business.

“With the forthcoming addition of self-clearing capabilities and different choices, the workforce determined to kind a brand new firm to deliver all of the items collectively, meet the altering wants of the fast-growing business and match its advisors’ entrepreneurial spirit,” the corporate defined.

Pictured: Cat Davies, CEO of Innovayte.

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