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Atria Wealth Solutions firm Sorrento Pacific recruited a half dozen new advisors in the acquisition and succession-fueled move.September 19
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Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm’s value and carry it into the future.September 9
Founder & Managing DirectorCruz Consulting Group
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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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Too often succession plans tend to be all-or-nothing. There are better ways.August 19
CEOSavant Capital Management
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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 freshly recapitalized firm is offering succession services without any custodial or affiliation requirements.July 30
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Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.July 24
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Even if it's best for the team, it won't be easy.July 11
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The firm has shed fund holdings in defensive sectors such as health care and consumer staples.July 11
