FusionIQ has announced a new appointment to enhance its platform to help industry professionals become digital wealth leaders.
John Phillips joins the firm as senior strategic advisor, with extensive knowledge of the financial services industry built up in roles such as chief operating officer at Gomez Advisors ,where he focused on global expansion, and his most recent tenure as executive vice president and head of platform sales at Fidelity Institutional, part of Fidelity Investments.
"I’m delighted to join the team at FusionIQ," said Phillips, who starts his new role next week. "I have long admired the company's commitment to innovation and its dedication to providing cutting-edge solutions for financial advisors and their clients. The team at FusionIQ understands the opportunities for a digital platform that can reduce friction and facilitate client and advisor engagement. It’s a privilege to be working with a growth-oriented firm and team making an impact on the industry."
At FusionIQ he will focus on consulting with industry professionals at RIAs, family offices, and broker-dealers to help them drive growth, efficiency, and transformation strategies.
The firm’s FusionIQ One platform, which integrates with leading custodians, broker-dealers, and wealthtech providers, provides modules for advice, self-directed investing, digital marketplace, and a turnkey asset management platform called finTAMP, the SaaS solution it launched in 2022. Phillips will play a key role in enhancing these elements.
“We’re thrilled to welcome John Phillips to the FusionIQ team,” said Mark Healy, CEO at FusionIQ. “John's deep sector knowledge, industry relationships, and strategic insights will be invaluable as we continue to enhance our platform and help our clients become digital wealth leaders. We look forward to working closely with John to deliver unparalleled value for our partners and clients.”
The firm also recently partnered with Anchorage Digital to provide financial advisors and institutions with more streamlined access to regulated cryptocurrency assets.
Recruited assets, organic growth both powered ahead
Goldman Sachs' Padi Raphael, Global Co-Head of Third-Party Wealth, said the "door is always open" regarding a potential RIA referral program, as the firm looks to serve the "mega trend" of growing wealth from independent advisors.
UBS research finds lack of planning and communication as key challenges for high-net-worth widows and next-generation women in navigating inheritances.
The proposed "all markets" fund is structured to enable quarterly redemptions, driven by investments in public equities, fixed income, and private market assets.
The firm has been dogged by compliance issues for years, resulting in multiple fines by various regulatory bodies.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
