Scott Hanson welcomes valuation and acquisitions expert, Pete Engelken, for a lively discussion about the highs, lows, and, most importantly, the granular and too-often overlooked aspects of what RIA, independent broker dealer-affiliated, and hybrid advisory firms need to understand before, during and after partnership negotiations commence. Read More
We’re in this together.
Partner with Us
Unique succession and partnership opportunities for RIAs, Hybrid RIAs, and broker dealer IARs looking for stability and longevity.
The agreement expands Allworth’s footprint in the San Francisco Bay Area… Read More
Case Study – Partnering for Growth: Partnership Options for IBD-Affiliated Advisors, RIAs & Hybrid RIAs
While 2020 was a record year on the M&A front with large RIA acquisitions… Read More