“The retirement industry is undergoing unprecedented change, giving us a once-in-a-lifetime opportunity to help serious advisers expand their business,” said Steve Jenks, co-founder of Acceleration Retirement. “With access to BrightScope’s industry-leading database and customized prospecting reports, coupled with Acceleration’s best-in-class marketing, lead generation and practice management, advisers won’t need to go anywhere else to win long-term customers and grow their business.”
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In a Q1 earnings call, CEO Jim Cracchiolo emphasized the firm's recruiting approach that seeks a "built, not bought" advisor workforce.
11h ago -
The latest Cerulli Associates study tracking investors' willingness to pay for financial advice offered a mix of potential challenges with new business opportunities.
April 23 -
The Bahnsen Group, founded in 2015 by a former Morgan Stanley team, has grown into a private wealth powerhouse with roughly 100 employees and offices in three states.
April 23 -
Raymond James spent more than $100 million to recruit and retain advisors in its latest quarter. CEO Paul Shoukry says he'd rather do that than buy another firm.
April 22 -
Jess Polito of Turkey Hill Management says she believes her firm is the only M&A advisory firm that exclusively uses retainer fees, rather than commissions.
April 22 -
Proceeds from the sale of Stifel Independent Advisors, aligned with declining litigation costs, helped drive firm-wide revenue to its second-highest level on record.
April 22







