FusionIQ, a digital wealth management solutions provider, recently expanded its consulting team, with the addition of John Phillips as Senior Strategic Advisor. Phillips brings nearly three decades of experience in the financial services industry to his new position, where he will focus on working with registered investment advisors (RIAs), family offices and broker-dealers to drive growth and build efficiencies.
“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.”
In addition to his consulting duties, a recent announcement indicated Phillips will play a key role in expanding FusionIQ’s Digital Marketplace, finTAMP and Self-Directed Investing modules.
Prior to joining FusionIQ, Phillips served as Executive Vice President and Head of Platform Sales for Fidelity Institutional, a division of Fidelity Investments. In that capacity, he supported the growth and strategic sales efforts for Fidelity’s clearing, custody and wealth management services. He also served as Chief Operating Officer for Gomez Advisors, where he managed global expansion initiatives.
“I’m delighted to join the team at FusionIQ,” said Phillips. “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.”
James Miller, Contributing Editor & Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
