State of the Industry Podcast


Jan 25, 2023
Two finance professionals discussing in front of a laptop

InvestmentNews: Organic asset growth is health

The decade-long bull market hid an alarming fact from many advisors: despite a market-fueled increase in AUM Read More

Jan 17, 2023
A business man works on his phone while waiting in an airport lounge

InvestmentNews: How to avoid being the next Southwest Airlines

While the market took a beating throughout 2022, the end of the year offered no respite from worry as the United States experienced severe Read More

Jan 9, 2023
Partnership announcement between Allworth financial and redrock financial

Allworth Acquires California’s RedRock Financial Services

Fast-growing advisory firm now has 30 locations nationwide With the completion of its 25th partnership, Allworth Financial Read More

Dec 22, 2022
group of financial professionals gathered at a meeting table in a high-end office

InvestmentNews: Advisory firm valuations are dropping

The imperfect storm of a bear market and rising interest rates has conspired to finally slow down the decade long rise in advisory firm Read More

Dec 6, 2022
Group of finance professionals gathered around a desk, discussing some paperwork and graphs

InvestmentNews: 4 keys to preparing your firm for a transaction

Shoring up your practice not only makes your firm a better place to work, but it also readies it to weather the storm in the event you Read More

Nov 17, 2022
Two professionals having a discussion

InvestmentNews: Establishing Expectations for Clients is Key

If you’re an advisor, each first meeting with a new client is likely yet another reminder that most people simply don’t understand Read More

Nov 9, 2022
Finance professionals having a focused discussion

InvestmentNews: How Advisors Should Navigate This Bear Market

From nervous clients to declining revenue, the stress that results from bear markets takes a toll on everyone. Read More

Nov 1, 2022

Allworth Financial Acquires California and Texas-Based Teams From Journey Advisory Group

Acquisition is Allworth’s Twenty-Fourth in Four Years   Allworth Financial, the ninth fastest growing Registered Investment Adviser Read More

Oct 19, 2022
two professional businessmen having a conversation while perusing documents

InvestmentNews: Creative deal structures keep M&A volume high, but for how long?

While the bear market has caused advisory firm revenues to plummet, M&A across the wealth management sector remains surprisingly high Read More

Oct 10, 2022
two professional businessmen having a conversation while perusing documents

InvestmentNews: The opportunity presented by middle-class millionaires

When you consider there are just over 200,000 financial advisors in the United States, which is just about the same number as there are Read More

Sep 20, 2022
person busy typing on a laptop with important documents around on the desk

InvestmentNews: The decline of internal succession in the age of integrators and aggregators

Advisory sector M&A.   COVID couldn’t slow it down, nor did skyrocketing interest rates, nor, for that matter Read More

Sep 20, 2022
Two people at an office desk with a laptop, pointing to a cell phone that is sitting on top of some documents

InvestmentNews: Succession planning isn’t driving all M&A

Through COVID and a bear market, advisory sector M&A continues to set records both for total transactions and for the multiples being Read More