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New President Shannon Larson plans to scale the RIA through organic growth, enhanced technology and expanded services for advisors working with high-net-worth clients.
RFG Advisory's Shannon Spotswood explains why growth without compromise starts with choosing the right partner.
The Exeter Group of Companies has expanded access to its executive leadership and professional teams, giving clients and advisors greater visibility into, and direct access to, the...
Advisors in Transamerica’s network will now have access to Great Lakes Advisors’ Large Cap Value UMA and SMA strategy.
Nominated by investors, 35 teams are named in the list
IRAEmpire has released a new guide on finding the "Best Exit Planning Advisors in USA" to help business owners prepare their businesses for sale.
Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-h...
Allison De Paoli, the founder of San Antonio-based Altiqe, has spent her career asking the question most advisors skip: what happens to the person on the other end of the plan?
Key Takeaways A client call is only as fast as the information behind it – digging through carrier portals, spreadsheets and old notes costs real time on every single call EVA Acco...
One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached the point where it needed a CEO to oversee growth, including adding more advisors and assessing...
Two former Northwestern Mutual advisors, two very different paths. Andy Schwartz and Kevin Spahn share what it takes to build, grow, merge, and create lasting enterprise value.
Baker Street Advisors sold a majority stake in 2015, but rather than become a serial acquirer, the San Francisco-based RIA focused on client commitment, referrals and homegrown adv...
The RIA partnered with ADP to deliver retirement plan advisory services, investment management and financial planning to employees at smaller companies.
Christian Mango will take the newly created role with the goal of further syncing Edelman Financial Engines’ workplace investments business with its financial planning and wealth a...
Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."
By William Rabb Oakbridge Insurance has grown a bit in the last six years– from four agencies in Georgia to more than 50 offices across nine states. It now has almost $200 million...
Exeter 1031 Exchange Services, LLC announced the opening of its new Texas Regional Office in Houston. The expansion supports the company's continued national growth and provides Te...
Broker feedback shaped the inaugural recognition of service and market support
SAX Wealth Advisors, a leading independent wealth management firm with offices in New Jersey and part of SAX Advisory Group, publicly announced Aug. 21 the acquisition of Lighthous...
Edward Jones financial advisors helped the firm reel in $17.7 billion in net new assets in the second quarter. And another recent filing gave clues about the firm's upcoming planne...
TORONTO — HX Expeditions has named the Americas its largest source market worldwide, with the region delivering 53% year-over-year growth in the first half of 2026 and advisor-sour...
How mid-sized brokerages are competing for a fast-growing HNW client base without building specialist teams from scratch
Carson creates another lure to its W-2 employee channel by spreading equity opportunity beyond the selling founders.
KKR has hired Roy Gori, former president and chief executive of insurer and financial services firm Manulife, as a senior advisor to the firm. He is set to advise KKR on strategic...
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