A new WMIQ study on retirement planning, conducted in collaboration with annuity provider Midland Advisory, found more than 3/4 of potential clients feel it’s important for advisors to be fiduciaries and nearly 2/3 prioritize retirement expertise.
A dedicated tax practice, proactive staffing strategy and 'shrink-to-grow' philosophy are just a few of the things that set Brandywine Oak apart from its peers.
A plan, a little forethought and a lot of free education have helped James Bogart build an RIA with an organic growth rate 10 times the industry average.
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.
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.
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.
TruClarity is splitting up, with its management solutions business going to Dynasty and its RIA unit going to OneSeven, a Merchant-backed RIA that went independent with TruClarity.
Some shareholders say the $4.1 billion price tag for Focus Financial is too low and doesn’t reflect the trajectory and future of the business—and many hope for a way to remain invested.
