The industry’s elite firms are growing by design, not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful event.
Pradeep Jayaraman, former co-head of partnerships and business development at Focus Financial, hopes to build on Bluespring’s mergers and acquisitions strategy.
Mesirow continues to grow its wealth management headcount with the addition of Price Wealth Management. The firm will expand further in the Southeast via lift-ins and acquisitions.
Benchmark Wealth Management will join the large RIA, which continues to focus on inorganic growth after expanding its M&A executive team earlier this year.
Advisory firms grew 5.7% last year, according to a new study by The Ensemble Practice. It’s a wakeup call for firms to make marketing a vital function.
Crux Wealth Advisors, a new RIA launched this month by advisor Travis Alexander, will use Arete's proprietary tech stack and its broker/dealer, alternatives investment and insurance services.
Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.