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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-sandrew
Integrated-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-sandrew
Kellie-malone
Rob-sandrew
Wayne-gretzky
Rob-andrew
Justin-omak
Rob-sandra
Justinl-mack
Bear-stearns
Financial-planning-podcast
Integrated-partners
Financial-planning

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.

Boston
Massachusetts
United-states
Robert-sandrew
Tim-bello
Raymond-james
Allison-ellstrom
Samantha-sferes
Louis-diamond
Paul-saganey
Kent-welborn
Advisor-group

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-york
United-states
Georgia
North-carolina
Atlanta
Raleigh
Robert-sandrew
Chris-mielnicki
Jody-young
Paul-saganey
David-millican
Ma-dave-barton

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.

Waltham
Minnesota
United-states
Jon-anderson
Robert-sandrew
Paul-saganey
Amy-wolff
Dan-arnold
Jim-cracchiolo
Advisor-group
Cetera-advisor-network
Cetera-financial-group

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