Updates

Nov 3, 2021

Allworth Financial Expands Southwestern U.S. Presence with DeGreen Capital Management Partnership

FOLSOM, Calif., November 3, 2021- Barron’s Top 100 RIA Allworth Financial[1] has acquired DeGreen Capital Management (DCM) of Paradise Valley, Arizona. Financial terms of the transaction were not disclosed.   Read More

Oct 28, 2021

InvestmentNews Article: New clients are the key to your practice’s value

In his 65th, bi-monthly practice management for InvestmentNews, Allworth Co-CEO Scott Hanson writes that a firm’s “true” value on the open market is only as stable as its ability to attract new clients. Read More

Oct 25, 2021

Allworth Ranked Top 25 on Barron’s List of Top 100 RIAs in America

Folsom, Calif., October 20, 2021 – Allworth Financial is proud to announce that we have once again been named to Barron’s list of the Top 100 RIAs in America for 2021.Out of 100 firms that made the ranking, Allworth finished up four places from 2020, at #23 nationally. Read More

Oct 19, 2021

Scott Hanson to Speak at 2021’s Tiburon CEO Summit XLI

Allworth Financial is proud to announce that Co-CEO Scott Hanson will be speaking twice at the semi-annual Tiburon CEO Summit XLI, which will be held November 1-3, 2021, at the Four Seasons Resort & Club Dallas at Las Colinas in Dallas, Texas. Read More

Oct 14, 2021

Scott Hanson to Speak at DeVoe’s M&A+ Succession Summit

Allworth Financial is proud to announce that Co-CEO Scott Hanson will be speaking at this year’s DeVoe M&A+ Succession Summit October 28-29 at the Four Seasons Hotel in San Francisco. Read More

Oct 14, 2021

InvestmentNews Article: A plan for yourself is a plan for the future of your firm

In his latest practice management column for InvestmentNews, Scott Hanson writes about how creating a succession plan is not only essential, it’ good for everyone: the advisor, staff, and clients.   Read More

Oct 13, 2021

Allworth Financial Announces New Partnership with California’s DeBoer Financial Group

Founded in 2003 by Jeffrey DeBoer, DFG is an independent registered investment adviser (RIA) that specializes in providing comprehensive fiduciary retirement planning and client-focused investment management. Since its inception, Northern California-based DFG has grown to over $180 million in assets under management and serves approximately 160 advisory clients. DeBoer’s office in Roseville, a city 20 miles northeast of Sacramento, is located only a few miles from Allworth’s corporate headquarters in Folsom, California. Read More

Oct 5, 2021

InvestmentNews Article: Three Drivers of Record M&A Activity

In his latest practice management op-ed for InvestmentNews, Allworth Co-CEO Scott Hanson writes that the stock market isn’t the only factor driving the surge. Learn about the three main drivers of M&A from his September 29th, 2021 InvestmentNews exclusive. Read More

Sep 20, 2021

Capital Gains Tax Changes – What This Could Mean for Your Firm and Your Future

Listen on Apple Podcasts here or via the player below. [Originally recorded on July 20, 2021] For principals of advisory firms, Read More

Sep 10, 2021

Case Study – Partnering for Growth: Partnership Options for IBD-Affiliated Advisors, RIAs & Hybrid RIAs

While 2020 was a record year on the M&A front with large RIA acquisitions dominating headlines, partnerships between IBD-affiliated Read More

Sep 9, 2021

InvestmentNews Guest Article: Barbara Healy on Building Your Advisory Business

Long-time advisor Barbara Healy explains to readers why treating clients as dear friends is good for them, good for our industry, and just plain good business. Read More

Sep 2, 2021

Allworth Financial Announces Partnership with Novak Financial Planning

Founded in 1987 by husband-and-wife team Dan and Carol Novak, NFP specializes in providing comprehensive fiduciary retirement planning and client-focused investment management advice. The Bel Air, Maryland-based firm has grown to over $365 million in assets under management and serves approximately 450 advisory clients.    Read More