InvestmentNews Article: Why the M&A Clock is Ticking Faster than Ever
This time it’s different. While the advisory sector has experienced record M&A each year for the last five or so years, in 2021,… Read More
Updates
FPA Webinar: M&A Outlook, Valuation Trends & Succession Options
In this presentation participants will learn about what is fueling the M&A market for financial advisors and why our industry is so… Read More
What Happens When a $2.8 Billion Firm Partners With Allworth
On this episode of the State of the Industry podcast, program host and Allworth Co-CEO Scott Hanson welcomes John Bentley, formerly the CEO of Dallas-based RAA, and the current COO of Allworth Financial, Pete Engelken, the architect behind the completion of Allworth’s 14 partnerships in just over three years. Read More
InvestmentNews Article: Stop Devaluing Your Business
Find out why firms that emphasize stock picking prowess over solid client service and holistic financial planning stand to lose the most as the investment advisory sector experiences further consolidation. Read More
White Paper: Complex Challenges Facing the Advisory Sector
The advisory sector has change to spare. But who will adapt? Most of us don’t recognize change until we’re immersed in it. But is that… Read More
Allworth Financial Continues National Expansion – Partners with Giordano Wealth Management Group
Allworth Financial, the 4th fastest growing RIA in America[1], has acquired Giordano Wealth Management Group of Los Gatos, California. Read More
Webinar: Capital Gains Tax Changes – What This Could Mean for Your Firm and Your Future
We've all heard about the proposed changes to capital gains tax, but what does the potential increase from 20% to 39.6% for top earners really mean for you and your business? Join us to learn how the bill could affect your personal income, the value of your firm, and your ability to retire as planned. Read More
Allworth Financial Named “Best in Class” by National Business Research Institute
The 28-year old RIA ranked in the 90th percentile of all surveyed brands SACRAMENTO, Calif., June 8, 2021 – Based on the results of an… Read More
Addition by Subtraction: When Success Means Doing Less
Mark Shone founded Shone Wealth Management in 2005 because he enjoyed working with people. As he built his firm, his favorite moment as an advisor would occur whenever the light would go on in the eyes of a client who realized they were on the road to achieving their goals. Read More
M&A Webinar – Available On-Demand
At Allworth, we’ve not only had a front row seat to this evolution, with over $11 billion in AUM, and ranked as the 4th fastest growing RIA in the country, we’re a key driver of the change. Backed by data and experience, we have a strong point of view about what a successful RIA will look like in the coming months and years. Read More
What it Takes to be a Buyer of Firms – Industry Podcast
Scott Hanson welcomes valuation and acquisitions expert, Pete Engelken, for a lively discussion about the highs, lows, and, most importantly, the granular and too-often overlooked aspects of what RIA, independent broker dealer-affiliated, and hybrid advisory firms need to understand before, during and after partnership negotiations commence. Read More
Allworth Financial Partners with $340 Million RIA Shone Wealth Management
The agreement expands Allworth’s footprint in the San Francisco Bay Area SACRAMENTO, Calif., April 13, 2021- Allworth Financial, the 4th… Read More