Jeff takes the pod solo this week to talk to Matt Matrisian, chief channel officer at AssetMark. They evaluate the current structure of fees and look at how advisors can use benchmarking to optimize their fee-based practice. They also consider how advisors can approach raising their fees.
The giant firms face an approaching winter as they become less prominent in the overall advisory business.
Chicago-based Burnham Harbor Private Wealth has four advisors.
Mark Friedman and Mitchell Peters, who are joining RBC's San Francisco office, had been affiliated with First Republic since 2017.
New Era Financial Advisors has six advisors and offices in Wayzata and Hutchinson.
The purchase of Lawrence-based McDaniel Knutson Financial Partners is Allworth’s 28th deal in five years.
This week Jeff and Chuck are joined by Brad Genser, co-founder and CTO of Farther Finance. Continuing down the path of their three part series, Jeff and Chuck talk with Brad about Farther's "tuck-in" strategy of going RIA.
Brian Addington will join the firm’s San Francisco office, while Theresa Allen is joining its Newport Beach, California, office.
The integration provides advisors with proposal generation tools, analytical features, trading workflows and the ability to integrate data on structured investments into client reports.
James Forsyth and Steven Miller, who operate as the Valencia Group, will be Steward Partners' first team in the Los Angeles metropolitan area.
