In its second deal in Arizona in less than two weeks, Allworth Financial, a Folsom, California-based registered investment adviser managing $14 billion, has reached an agreement to acquire Scottsdale-based RG Capital, an RIA managing $176 million.
Last week, Allworth announced that it was acquiring DeGreen Capital Management in Paradise Valley, Arizona, which oversees $328 million.
RG Capital was founded in 2005 and serves approximately 300 clients, with a focus on the dental profession.
Terms of the acquisition were not disclosed.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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