Updates

May 17, 2021

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

May 11, 2021

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

Apr 19, 2021

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

Apr 13, 2021

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

Mar 9, 2021

Allworth’s Scott Hanson to Speak at Barron’s 2021 Independent Summit

Hanson to share a first-hand account of M&A in the financial advisory sector SACRAMENTO, Calif., March 17 Read More

Mar 5, 2021

Scott Hanson named 2021 Most Admired CEO Honoree by Sacramento Business Journal

List compiled by a vote from Sacramento-area CEOs SACRAMENTO, Calif., March 5, 2021 – Scott Hanson, Co-CEO and Co-Founder of Read More

Mar 1, 2021

Allworth Financial Named a 2021 Best Places to Work for Financial Advisers by InvestmentNews

Sacramento, CA—March 1, 2021—Allworth Financial has been recognized as a 2021 Best Places to Work for Financial Advisers as announced Read More

Feb 18, 2021

Pathways for Advisors Seeking Growth, Succession or Stability: Interview with SVP of Business Development, Scott Collins

Listen on Apple Podcasts here or scroll down to listen on this page. Having recently added four former TD Ameritrade Institutional Read More

Feb 9, 2021

Allworth Founders Scott Hanson & Pat McClain Named to InvestmentNews’ 2021 Icons and Innovators list

InvestmentNews has recognized Allworth Financial Co-founders Scott Hanson and Pat McClain as 2021 Icons and Innovators honorees. Hanson and McClain were chosen from several hundred nominations to make the list of ten Innovators and one Icon, Sallie Krawcheck, CEO and Co-Founder of Ellevest. Read More

Feb 4, 2021

Allworth Financial Makes Major Investment in Partnerships Team

SACRAMENTO, Calif., February 3, 2021- To further accelerate its national expansion, Allworth Financial, the 4th fastest growing RIA in Read More

Jan 13, 2021

RIA Deal Structures & Valuation Trends in 2021

You’ve no doubt read about the record-breaking number of mergers and acquisitions in 2020. Both the number and size of the deals make great headlines for financial sector publications. (And with good reason!) But what you may not be as familiar with are the nuts and bolts of these deals. How they come to be. Read More

Jan 8, 2021

RIA M&A 2020 Wrap Up & What to Expect in 2021

From small businesses to entertainment to our very freedom of movement and overall health, 2020 wreaked havoc on it all. But what about Read More