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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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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. ....

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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. ....

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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. ....

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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. ....

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