If there is not a cultural fit between the firm and the advisor, then nothing else matters, insists CEO.
The East Coast deal marks the eighth transaction this year for the Ohio-based independent, adding to its $23.6B in client assets.
The independent wealth firm says its latest hire will lead its business development team in recruiting elite advisor talent.
RIAs need to find universities that offer financial planning programs and sponsor or host events, advisor suggests.
The San Francisco-based RIA hires a new CFO and two industry veterans, alums of Mather Group and Colony Group, to inaugural director positions.
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
The latest development will add $5.9B to the Chicago-based powerhouse while extending its reach in Pennsylvania.
The top-ranked RIA is deepening its reach in Denver's ultra-high-net-worth market with a highly credentialed advisor team.
The national wealth firm's newest acquisition adds another $440M in high-net-worth assets.
The young and fast-growing RIA's latest partnership aims to help affiliated advisors tackle the portfolio personalization challenge.
The $9.1B RIA is welcoming its 38th shareholder while strengthening its presence in the greater Chicago wealth market within Illinois.
The firm's 13th acquisition since inception stretches its national reach to new locations in Ohio and Indiana.
The female-led wealth firm is snapping up two advisory teams in California and South Carolina boasting a collective $600M in client assets.
The deal for the $523M wealth firm deepens Mercer Global Advisors' professional pool with a 20-year veteran advisor team.
The 14-professional team is making a break for independence through the tech-enabled independent advisor platform.
The global alts firm's minority investment will help fuel continued expansion at the RIA overseeing $375B in client assets.
The Minnesota-based firm's new COO comes with deep experience and a sterling reputation for supporting independent advisor transitions and growth efforts.
The platform, which features a real-time screening function, improved data transparency, and one-click trading, aims to address a longstanding portfolio pain point for advisors.
The fintech startup will help advisors at the $9B RIA achieve organic growth with enhanced services to business owner clients.
The firm has secured its second location in Billings with a six-person advisory team managing over $400M in assets.
