News

Oct 20, 2020

Allworth Financial to Partner with Lightyear Capital and Ontario Teachers’ Pension Plan for Next Phase of Growth

Investment funds affiliated with Lightyear Capital LLC (“Lightyear”), a New York-based private equity firm focused on financial services, and Ontario Teachers’ Pension Plan Board (“Ontario Teachers’”), Canada's largest single-profession pension plan, announced today that they have agreed to acquire wealth management firm Allworth Financial (“Allworth” or the “Company”) from private equity funds managed by Parthenon Capital Partners ("Parthenon"). Read More

Sep 30, 2020

InvestmentNews Article: How Our Response to the Pandemic Created a Better Normal

There is nothing good about the pandemic. But, as a businessperson, you adapt and learn and grow if you want to survive. But in the face Read More

Sep 24, 2020

Sell and Stay – Good for Clients, Staff and Founders

Only two years ago, 33% of firm principals said they’d be open to selling. Now? A full 50% say they are open to the possibility of a Read More

Sep 23, 2020

The Practical and Financial Implications of Merging Firms

During this thought-provoking webinar, the founders of $9B RIA Allworth Financial, share their view on M&A activity after having completed 9 transactions over the last three years. Read More

Sep 22, 2020

Allworth Financial Places 27th on Barron’s 2020 Best RIA Firms

SACRAMENTO, Calif., Sept 22, 2020 – Allworth Financial (“Allworth”), has been named to the Barron’s list of America’s Best Read More

Sep 21, 2020

Scott Hanson to Speak at FPA® Annual Conference

Allworth Financial is pleased to announce Co-CEO and Co-Founder, Scott Hanson, will speak on client crisis communication during the Financial Planning Association’s Annual Conference. Read More

Sep 19, 2020

InvestmentNews Article: Marketing Beats Prospecting

As our industry is generally a mature one, with an average age of an advisor being well into our 6th decade, most of us started working in Read More

Sep 6, 2020

InvestmentNews Article: Growing your Firm for the Future

Not all growth is created equal. Back 30 years ago, most of today’s successful advisers were recent college grads who, in a trial by Read More

Aug 22, 2020

InvestmentNews Article: Looking Out For Your Aunt Sally

Despite identical branding and signage, the quality and level of service provided by most, if not all, national advisory firms, greatly Read More

Aug 21, 2020

FA Magazine names Allworth One of the Largest and Fastest Growing Firms in America

With more than $9 billion in AUM, and clients in all 50 states, Allworth Financial has been named to Financial Advisor Magazine’s lists of both the fastest growing and the largest RIAs in America. Read More

Jul 16, 2020

InvestmentNews Article: Podcasts and Prospecting

Podcasts may not generate as many leads as radio shows, but they’re still a valuable tool 25-years ago, my business partner and I Read More

Jul 5, 2020

Client Education Podcasts

Money Matters is one of the longest running financial talk radio shows in the United States and is one of the many ways we choose to educate our audience and clients. In their over 20 years on the air, Scott Hanson and Pat McClain have answered questions from thousands of callers on a variety of financial topics. Read More