| | | | | WPCG and investors led by HGGC’s Aspire Holdings are selling the minority stake they took in Merit in 2019. Read More > |
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| | | Bill Ramsay, the founder of Financial Symmetry, grew his RIA Edge 100 RIA firm organically with shared employee ownership and an internship program that has led to a young, invested team. Read More > |
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| | | Allworth’s acquisition of Salzinger Sheaff Brock marks a shift away from high-volume rollups to acquiring larger, more sophisticated firms with higher net worth clients. Read More > |
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| | | The AI-driven, automation-focused platform provider has attracted advisors to its RIA unit at a steady clip as well. Read More > |
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| | | Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity. Read More > |
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| | | Margaret Jarocki joins EP Wealth as head of partnership integration and has a track record of successful M&A at Captrust. Read More > |
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| | | Deeper engagement metrics, like client conversion rates and profitability, give a clearer picture of firm performance. Read More > |
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| | | As communications become more dynamic and digital interactions more complex, static captures are increasingly out of step with the needs of modern compliance and the expectations of U.S. regulators. Read More > |
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| | | NeuBeFi's Joshua Wilson discusses the challenge that is on every advisor's mind: growth. Read More > |
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| | | SGH Wealth Management's Sam Huszczo discusses the emerging movement of the next generation of financial advisors, the impact of demographic shifts and the growing youth in the industry. Read More > |
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