| | | | | While the industry is concerned about a looming advisor shortage, some RIAs are doubling down on efforts to run internship programs that can lead to hires for their firms and the wider industry. Read More > |
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| | | Mike Durbin explained the rationale behind offering multiple RIA options to the market and the firm’s success with some “signed wins” among defecting Commonwealth/LPL advisors. Read More > |
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| | | Two of &Partners’ founders, David Kowach and Kristi Mitchem, explain how they came to launch a boutique advisor model where no one person has more than a 5% equity stake. Read More > |
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| | | The investment in Family Office Partners represents Elevation Point’s first deal since selling a minority stake to Emigrant Partners and its first in the breakaway space. Read More > |
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| | | Tampa-based Concurrent has staked two firms through the new program so far, and separately added $500 million in affiliated assets in the second quarter. Read More > |
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| | | Andy Kalbaugh will lead The Wealth Consulting Group into its next phase of growth, which will include a new partners channel to help advisors with succession issues. Read More > |
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| | | James Patrick and William DeButts claim they resigned shortly after their firm was subsumed by one of Focus’s consolidation hubs. They argue their previous employer is defaming them to clients and business contacts. Read More > |
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| | | For the second month, financial advisors’ views on the stock market’s health have improved; the economy remains a concern for many. Read More > |
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| | | Gladstone Group M&A consultant Derek Bruton reports that RIA sellers almost always clear the client retention mandate common in deal contracts. Read More > |
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| | | The former Nitrogen CEO is back with the launch of Contio, a software company that helps advisors power more effective meetings. Read More > |
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| | | The RIA custodian, which launched in 2018, touts a reimagined look and feel as part of the refresh. Read More > |
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| | | The next-generation AI-powered financial planning application has already gained significant traction in Canada. Read More > |
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