Inside Baseball on Building and Growing an Independent Firm
Mega-RIA firms are setting the pace of massive growth through ambitious acquiring practices and smart recruiting. Marty Bicknell, of Mariner Wealth Advisors, talks about his
Mega-RIA firms are setting the pace of massive growth through ambitious acquiring practices and smart recruiting. Marty Bicknell, of Mariner Wealth Advisors, talks about his
Beginning her deep dive into the ever-changing landscape of the wealth management industry, Mindy Diamond explores the defining characteristics of wirehouse and regional firms, how
The 3rd of a 3-part series on the landscape of the wealth management industry explores today’s boutique firms – a quasi-independent model – focusing on
Lawrence Calcano of iCapital Network discusses how their alternative investments (alts) platform helped close the gap for advisors who previously could not go independent without
Many advisors wonder whether their business value can be maximized under a brokerage umbrella. Louis Diamond shares 3 valuation scenarios, as well as sheds light
Why would a $6B team choose to leave behind the safety of Morgan Stanley – not to mention two-thirds of their assets – to make
Who are the investors? How are deals structured? Why would an advisor choose to sell all or a portion of his business? What’s the downside?
What’s driving the acquisition appetite of mega-RIAs? Peter Mallouk of $55B RIA Creative Planning has been driving inorganic growth like never before. He talks about
With nearly 60% of advisors currently working from home, how is that impacting their client relationships? And how are so many advisors still choosing to
A look at how financial advisors can take a giant leap in growth, for example, going from managing assets of $500mm to $5B or more.