TruClarity is shutting down, with its management solutions business going to Dynasty and its RIA unit going to OneSeven, a Merchant-backed RIA that went independent with TruClarity.
Service platform NewEdge plans a pivot to acquisitions with a focus on buying the practices of younger, growth-hungry advisors who will then buy and manage firms of retiring advisors in their own regions.
Sequoia’s latest acquisition will double assets and clients under the firm’s family office practice and expand its asset management menu across its entire client base.
Focus Financial released quarterly earnings exceeding industry and in-house expectations, despite dips in the firm’s organic growth and M&A activity in 2022.
The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective.
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