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.
After a rough 2022 with negative growth rates across the board, many independent RIAs rebounded last year, posting median organic growth of 5%, according to Schwab’s RIA Benchmarking report.
Effective immediately, Prime Capital Investment Advisors will become Prime Capital Financial, while Pensionmark rebrands to World Investment Advisors, a nod to its parent company.