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Top News In Advisor Growth Today - Breaking & Trending Today

M&A involving advisory firms must be about more than money

Investment advisory firms must think beyond the financial aspects of M&A if they want to get the most out of a deal, experts said. ....

New York , United States , Robertson Stephens , Marc Cabezas , Raj Bhattacharyya , Brandon Kawal , Advisor Growth , Felix Salmon ,

Advice firm deal frenzy sees $835.5B in assets change hands: LPL report

The deal frenzy in wealth management saw deals go from 65 in 2016 to 229 last year, according to a report sponsored by LPL Financial. ....

Advisor Growth , Valuation Myths ,

United Capital Executives Launch Modern Wealth With PE Backing

Three United Capital founders have left executive positions at Goldman Sachs to build an RIA with $200 million from Crestview Partners. ....

Jason Gordo , Dan Kilpatrick , Mike Capelle , Co Ceos Gary Roth , Brandon Kawal , Joe Duran , Goldman Sachs , Three Goldman Sachs , Gary Roth , President Jason Gordo , Modern Wealth Management , Crestview Partners , Modern Wealth , United Capital , Valley Wealth , Crestview Partner Dan , Advisor Growth , Dynasty Financial Partners , Rockefeller Capital Management ,

$1B Equius Partners picks Wealth Enhancement Group

The amount of massive advisory practices across the industry more than tripled in a decade, leaving firms like Equius Partners with scale and succession challenges. ....

United States , Phil Jonckheer , Jeff Troutner , Vince Fertitta , Katie Calagui , Thomas Tj Troutner , Ta Associates , Onex Corporation , Wealth Enhancement Group , Dimensional Fund Advisors , Cerulli Associates , Merrill Lynch , Devoe Company , Minneapolis Based Wealth Enhancement , Wealth Enhancement , Advisor Growth , Mercer Advisors , Creative Planning , Mariner Wealth Advisors , Merit Financial Advisors , Sanctuary Wealth , Dimensional Fund , Index Matrix App , Savant Wealth Management , Wipfli Financial , Northern California ,

Advisor Growth Strategies studies explain future of RIA M&A

As the big firms keep getting dramatically bigger, industry consultant Advisor Growth Strategies says smaller advisory practices should find scale or get a niche. ....

United States , New York , Lisa Jacobs , John Furey , Brandon Kawal , Wealth Enhancement Group , Carson Group , Cerulli Associates , Growth Strategies , Managing Partner John Furey , Advisor Growth , Financial Planning , Human Capital , Savant Wealth Management , Exencial Wealth Advisors , Summit Trail Advisors , Stratos Wealth Partners , Creative Planning , Mariner Wealth Advisors , Focus Financial Partners , Beacon Pointe Advisors , Practice And Client Management ,