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.
Integrated Partners, a fast-growing RIA built on a CPA-affiliation model, makes its first full acquisition—a $2.25 billion Southern California RIA—as the firm embarks on 'deliberate' M&A growth strategy.
CI Financial is still set to take its U.S. business public and pay down debt on its Canadian businesses in 2023, said CEO Kurt MacAlpine—while a stateside shopping spree may be slowing.
Savant announced the largest acquisition in its history this week, while Snowden Lane established a 13th office, Sanctuary added a team from Merrill Lynch, DayMark added a team from Wells Fargo, Focus facilitated two tuck-ins, and Mariner, EP...
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.
