RIAs

Employees at Carson Group love the outdoors and regularly participate in events like the Spartan Race, a course filled with treacherous obstacles.

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.

Several RIAs have taken a cue from doctors in recent years, running in-house residency programs to train the next generation of planners.

The firm expects to add $10 million in revenue once the deal closes later this year.

"I would go home at night and question if I added value to anyone’s life that day," writes Ashley Folkes. "The answer was usually no."

The firm adds a second $1B RIA - and its family office.

The aggregator nears $1 billion in revenue.

A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.

Co-founder Keith Weber says the firm will help community-minded institutions stay true to their mission while boosting profitability.

Every advisor's route is different but one thing is certain — turbulence.