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

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