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How Firms Are Finding and Keeping Employees

Schwab 2022 benchmarking study shows organic RIA growth

A prized measure of performance organic growth is increasing for top-performing firms, Schwab’s latest benchmarking study shows

M&A Players Call a Top for RIA Valuations | Wealth Management

While valuations for RIA firms were up last year, the rate of growth is slowing, an indication that

Survey: Independent Advisors Flounder In Search For Talent, Succession – InsuranceNewsNet

The struggle for independent advisors to find and keep the right people fuels a record-setting merger and acquisition climate. In its 2022 RIA Survey, Advisor Growth Strategies polled 101 independent firms to uncover their perspectives on business management and M&A. More than half of this year’ s respondents manage greater than $1 billion in client assets,.

The Important Role Talent Plays in M&A Transactions

For buyers and sellers, highlighting the talent up and down the organization is a powerful way to stand out among competitors.

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