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How to Conduct a Technology Assessment at Your RIA
May 01, 2024
Guidelines for taking a deeper look at the ways your firm is leveraging each system and how they all work together.
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Sanctuary Wealth Acquires Tru Independence
May 01, 2024
Tru will operate as a separate entity from Sanctuary, maintaining its brand and leadership team.
The Money Advisor Group Founder Tim Money (left) and BIP Wealth CEO Bill Harris RIA news
BIP Wealth Acquires Georgia Firm, Tops $3.3B in AUM
Apr 30, 2024
The Atlanta-based RIA will acquire the $300 million AUM Money Advisor Group.
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Diversify Advisor Network Launches Retirement Plan Advisory Services
Apr 30, 2024
The program builds on the expertise of Caliber Wealth Management, which merged with Diversify earlier this year.
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SEIA Announces Largest Deal Since Reverence Investment
Apr 30, 2024
The California RIA will acquire Cedar Brook Group, a Cleveland firm with $2 billion in assets.
Mackenzie Parsons and Christina Traurig Cornerstone Financial Planning RIAs
Successful Founder Buyouts – A Case Study
Apr 30, 2024
With careful planning, an owner buyout can benefit all parties.
Focus Financial CEO Michael Nathason RIA news
Focus Financial Names Michael Nathanson CEO
Apr 30, 2024
Nathanson, Focus' president and CEO of The Colony Group, takes over for interim CEO Dan Glaser.
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Fiducient Advisors President Mark Wetzel to Retire
Apr 30, 2024
Chief Revenue Officer Mike Goss will replace Wetzel at the end of next week.
WealthStack Podcast Gene Farrell Vanilla estate planning
The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell
Apr 26, 2024
As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.
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