FEBRUARY 17, 2022

ADVISOR CHANNELS

Focus Closed 38 Deals in 2021, As It Eyes Further Growth Overseas

Diana Britton

Focus expects to see 20% plus annual revenue and adjusted EBITDA growth and an EBITDA margin of 25.5% this year, despite anticipated market volatility.

FULL ARTICLE

INDUSTRY

$1B Salt Lake City Team Joins LPL From Wells Fargo

Patrick Donachie

Jason Howard, Shane Kunz and Chad Horne will create the independent practice Outcome Private Wealth by aligning with Stratos Wealth Partners.

FULL ARTICLE

Sponsored by Parametric

Environmental impact is driving client interest and firm screening for SRIs.

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RIA EDGE PODCAST

Plancorp’s Chris Kerckhoff on Reinventing the Client Experience

Mark Bruno

Plancorp CEO Chris Kerckhoff discusses the drivers of the company's growth into a $5.1 billion RIA.

Sponsored by Schwab Advisor Services

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401KTV

401(k) Real Talk Episode 4: Feb 16, 2022

Fred Barstein

Open, honest and candid discussions about the latest news in the RPA industry.

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