Allworth has entered into a definitive agreement to acquire Pathways Financial Partners of Tucson, Arizona. With roughly $158 million in assets under management, Pathways becomes Allworth’s third partnership in the Southwest United States and increases Allworth’s total assets under management to over $9.5 billion. Read More
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
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
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
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
SACRAMENTO, Calif., Sept 22, 2020 – Allworth Financial (“Allworth”), has been named to the Barron’s list of America’s Best… Read More
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
As our industry is generally a mature one, with an average age of an advisor being well into our 6th decade… Read More
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
Despite identical branding and signage, the quality and level of service provided by most, if not all, national advisory firms, greatly… Read More
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
Podcasts may not generate as many leads as radio shows, but they’re still a valuable tool 25-years ago… Read More
