News & Insights

May 9, 2019

Allworth Financial Announces Agreement to Acquire Blueprint Financial

SACRAMENTO, Calif., May. 9, 2019 – Allworth Financial (“Allworth”), formerly known as Hanson Read More

About the State of the Industry: Podcast Series

Listen to Scott Hanson, Co-Founder of Allworth Financial, as he interviews financial advisory thought leaders about what’s happening today and where our industry is headed tomorrow. Read More

Apr 30, 2019

InvestmentNews Article: Advisory firms’ value is tied to the market’s value

With the stock market hitting all-time highs, many practices are reaching new highs in assets under Read More

Apr 16, 2019

InvestmentNews Article: ‘Retire in place’ doesn’t cut it as a succession plan

Everyone wants to eventually slow down. You’ve earned it. But do it the right way. Our industry is Read More

Apr 2, 2019

InvestmentNews Article: Want to really thrive? Do what you love.

When you began as an advisor, what did you love about it? Has everything changed? Day-to-day grind got Read More

Mar 19, 2019

Part III: Starting a new advisory firm: Selecting technology

Perfectly integrated technology is vital to the success of your firm. Choosing an ideal fit is difficult Read More

Mar 12, 2019

InvestmentNews Article: Part II: Starting a new advisory firm: How to outsource and structure your practice

When starting again, cash flow is key, but so is efficiency. That means quickly and wisely choosing what Read More

Mar 5, 2019

InvestmentNews Article: Part 1: I started a firm in 1993. Here’s how I’d build one in 2019

The most important thing a financial adviser needs is a steady stream of new clients. Yet, although Read More

Feb 6, 2019

Hanson McClain Announces Name Change to Reflect Changing Retirement, Additional Services

SACRAMENTO, Calif., February 6th, 2019 – 26-year old, award-winning independent investment Read More

Feb 1, 2019

Hanson McClain Advisors Announces Agreement to Acquire Hugh B. Phillips Retirement Group

SACRAMENTO, Calif., Feb. 1, 2019 – 26-year old Hanson McClain Advisors (“Hanson McClain”) has Read More

Nov 5, 2018

Hanson McClain Advisors Announces the Addition of Tax and CPA Services to its Offerings

SACRAMENTO, Calif., Nov. 5, 2018 – Hanson McClain Advisors, a leading financial planning Read More

Jan 4, 2018

Hanson McClain Advisors Announces Agreement to Merge with Simply Money Advisors

SACRAMENTO, Calif., Jan. 4, 2018 – Hanson McClain Advisors (“Hanson McClain”) and Simply Read More