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08:50
Cetera Acquires Securian Financial’s Retail Wealth Business
Adam Antoniades, CEO of Cetera Financial Group, announces Cetera’s acquisition of Securian’s retail wealth business and what it means for both businesses, the financial professionals that work for them, and their clients.
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10:57
Meet the RIA: Hightower Advisors
Hightower Advisors Chairman and CEO Bob Oros reflects on how the firm has found success and grown to $140 billion in AUM since its founding in 2008. He also shares his strategy for finding the best independent wealth management firms, how he is engaging with talent across all levels of Hightower, and where he sees the RIA industry headed in the coming years.
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10:45
Meet the RIA: Johnson Financial Group
Johnson Financial Group has a wealth, bank and insurance business and more than $14 billion in assets under administration. Brian Andrew, EVP Wealth and Chief Investment Officer shares growth plans for the coming years, what the firm looks for in an acquisition target, and how the RIA is helping clients navigate volatile markets
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10:57
Meet the RIA: Alera Group
Tina Hohman, Executive Vice President, Wealth Services at Alera Group, shares how the firm's "secret sauce" has played a role in its deal-making and growth. She looks at the pipeline for future acquisitions, what makes Alera Group stand out, and how the RIA reacts to challenging markets.
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10:21
The Importance of Adding a Personal Touch to Your Work
Larrea Wealth Management CEO Aquiles Larrea Jr., AIF® discusses how he is helping clients navigate their investments as markets feel the volatility from Russia invading Ukraine. He also reflects back on his decision to launch his own RIA two decades ago and what he has learned along the way.
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04:29
"No Jerks Allowed" Rule in Recent RIA Acquisition
$25 Billion Beacon Pointe just announced that it's buying Stonegate Capital Advisors in Scottsdale, Arizona. Beacon Point President Matt Cooper discusses how the acquisition came to fruition, the importance of good team culture, and other deals in the pipeline.
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13:45
Beacon Pointe Advisors on M&A, Culture, & Female Leadership
CEO Shannon Eusey discusses Beacon Pointe Advisors' focus on culture, M&A and female leadership. She says these factors differentiate the firm, which has been consistently ranked a top RIA by Barron's.
