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Leverage rebounding M&A to grow you RIA | Financial Planning

Leverage rebounding M&A to grow you RIA | Financial Planning
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Robert sandrewIntegrated partners

Finding the right fit with Integrated Partners Chief Growth Officer Robert Sandrew

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.

Robert sandrewKellie maloneRob sandrewWayne gretzkyRob andrewJustin omakRob sandraJustinl mackBear stearnsFinancial planning podcastIntegrated partnersFinancial planningChief growth officerWall streetIntegrated partners we reRetain your sanity when going

Private Advisor Group, Integrated Partners grow with LPL

Private Advisor Group received capital from Merchant, while Integrated Partners has recruited nearly a dozen practices this year.

United statesRobert sandrewTim belloRaymond jamesAllison ellstromSamantha sferesLouis diamondPaul saganeyKent welbornAdvisor groupGoldman sachsCetera financial groupTerrana groupNorthwestern mutualWealth enhancement groupNew jersey based

Mercer Advisors acquires ACG Wealth | Financial Planning

ACG, the founding practice of a midsize firm, will keep some ties in place as it seeks further expansion under one of the most active acquirers in wealth management.

New yorkUnited statesNorth carolinaRobert sandrewChris mielnickiJody youngPaul saganeyDavid millicanMa dave bartonJeff shaverAdvisor groupArkadios business developmentWealth enhancement groupMercer advisorsArkadios capitalMariner wealth advisors

Cetera launches Growth360 to boost practices growth

As independent wealth managers pitch potential recruits on their scale, the IBD network built tools and hired “growth officers” to work with practices.

United statesJon andersonRobert sandrewPaul saganeyAmy wolffDan arnoldJim cracchioloAdvisor groupCetera advisor networkCetera financial groupLos angeles basedGenstar capital backedAdvisornet financialFinancial planningMassachusetts based integrated partnersChief growth officer robert