Articles

Articles
Oct 30, 2019

How Niche Marketing Builds You a Better Foundation: State of the Industry Podcast

When it comes to marketing in the advisory sector, what is a niche and is finding one a good idea for you? Allworth (formerly Hanson… Read More

Articles
Oct 4, 2019

What Makes Your Advisory Firm Valuable to Buyers?

Historically, principals (perhaps understandably) have been led to believe that coming up with a sale price is no more complex than calculating a multiple of revenue and waiting for the phone to ring. Read More

Articles
Jul 8, 2019

Simply Money: A Successful Acquisition Story

Seeking answers to complex problems that are all-too-familiar to principals who run mature advisory firms, Cincinnati’s Simply Money Advisors found a partnership with Allworth Financial. Read More

Articles
Jun 20, 2019

The State of the Financial Management Industry: How the Landscape is Changing

From mergers to limited partnerships to outright acquisitions, the ownership structures of the advisory sector are evolving like… Read More

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1The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.

2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

3As of 12/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $10 billion in total assets under management and administration.

4Barron’s 2020 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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