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
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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
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
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
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
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
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
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
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
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
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
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