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The RIA’s revenues blow past $1 billion, but industry observers note fierce competition among rival buyers.February 20
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Compensation is critical — and keeps climbing — as 76% of RIAs say they plan to poach advisors from other firms.February 5
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United Capital has a new name, but key challenges remain for its new owner.February 3
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There comes a point when advisors must decide how much to scale. Here's a guide.December 13
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When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.October 31
Director of PlanningLife Planning Partners
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The firm is relying on firm reputation and word-of-mouth referrals for growth.September 27
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It's important to teach younger advisors every aspect of your practice. Start with "I don't know."August 30
Director of PlanningLife Planning Partners
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To stand apart from broker-dealers, advisors may not need tougher rules, but smarter marketing.August 16
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The RIA holding company reports a 30% rise in revenues and 30 M&A deals.August 8
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The firm has shed fund holdings in defensive sectors such as health care and consumer staples.July 11
