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Knowledgebase for Advisors

Recent news, updates and advice from our blog for financial advisors and business owners.

The latest from our podcast series for financial advisors

How “Transparency” Propelled Growth from $1 to $4 Billion in 8 Years

From NASA scientist to Forbes Top Wealth Advisor: Paul Pagnato, CEO Founder of PagnatoKarp, shares his extraordinary breakaway story from financial advisor at Merrill Lynch to launching an independent practice at HighTower Advisors before forming the now $4B fee-only RIA firm. Listen…

SPECIAL EPISODE

An Update on Merrill Enhanced CTP: What it Means for Advisors, Their Next Gen and Clients

In this special podcast episode, Vince Fertitta, breakaway Merrill executive who is now President of Sanctuary Wealth, joins the show to discuss Merrill’s recently announced enhanced CTP and what it really means for all Merrill advisors going forward. Listen…

Browse all shows in the series…

In the News

11Dec

Integrated Partners to eclipse $7bn with addition of Merrill breakaway

By Jake Martin Integrated Partners is adding a $100 million Merrill Lynch breakaway that the LPL-affiliated hybrid firm said will…

11Dec

Integrated Partners Adds NJ Advisor, Breaking $2 Billion in 2019 Acquired AUM

By Patrick Donachie Integrated Partners is welcoming Harrison Till to the organization, the Massachusetts-based hybrid registered investment advisor firm announced…

02Dec

Top 5 Ways Indie BDs Can Compete With RIAs

By Louis Diamond It’s not surprising that the RIA space often garners the lion’s share of attention in the press…

26Nov

Where does Fidelity stand in a Schwab-TD world?

Louis Diamond Quoted By Ian Wenik Fidelity Investments isn’t taking the Charles Schwab-TD Ameritrade mega-merger lying down. Though the $26 billion all-stock…

26Nov

A Conversation With Mindy Diamond, Founder and CEO of Diamond Consultants [podcast]

Mindy Diamond Quoted In this episode we explore some of the hottest topics in wealth management today with Mindy Diamond,…

25Nov

Walt Bettinger sugarcoats nothing to TD Ameritrade RIAs about re-papering or technology and he calls ‘modest’ the importance of RIA revenues to Schwab

Louis Diamond Quoted By Lisa Shidler Walter Bettinger is making almost no promises to TD Ameritade RIAs about their new…

19Nov

Steward Partners’ first dip into private equity for $50 million will fuel more explosive growth and a nationwide buildout of its 1099 compensation model for advisors

Louis Diamond Quoted By Lisa Shidler When Steward Partners Investment Advisory LLC, raised $50 million from private equity earlier this…