"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.
Personal Finance, Retirement Tips & Markets with Mitlin Financial
Mitlin Financial Founder and Wealth Advisor Larry Sprung discusses incorporating insurance into your retirement goals, the potential implications of tax changes, and more.
Inflation: The Question of the Month
Winthrop Wealth Co-Chief Investment Officer Andrew Murphy, CFA talks about overcoming different challenges over the years, ranging from an office fire to a pandemic. He also explains how inflation impacts different asset classes.
Carson Group Grows to Billion Dollar Valuation
Carson Group is now being valued at more than a billion dollars. The fast-growing financial technology and services firm is taking on Bain Capital as a minority partner. According to the release, Bain's investment should help with expansion by acquisition and technology development. Carson Group's executive team will remain intact, with Founder and Chief Executive Officer Ron Carson at the helm.
Evoke Advisors: Build It and They Will Come
Evoke Advisors Co-CIO and Managing Partner Alex Shahidi shares tips for protecting your portfolio, how he built a practice that manages more than $20 billion, and ways to surround yourself with the right people.
CI Grows US Assets to $68 Billion in 19th Acquisition
CI Financial is expanding its wealth management presence in the Mid-Atlantic by buying Radnor Financial Advisors, a $2.6 billion dollar RIA in Philadelphia, PA. According to the release, this marks CI’s 19th acquisition since January 2020 and brings CI's total US assets to just shy of $70 billion.
United Expands Advisory Services with $2 Billion RIA Acquisition
United Community Banks is expanding its Advisory Services division by acquiring FinTrust Capital Partners in Greenville, South Carolina. According to the release, FinTrust managed about $2 billion across its advisory, retirement planning and brokerage businesses as of the end of Q1. United's board of directors has approved the deal, which is expected to close in the third quarter this year.
Time in the Market, More Important than Timing the Market
Bartlett Wealth Management President, Wealth Advisor and Principal Holly Hirt Mazzocca, CFP® describes the firm's investment approach, culture, focus on diversity & inclusion, and growth strategy.
We Need More Women in Financial Services, Says WEG Executive
Wealth Enhancement Group's Chief Operations Officer Terri Kallsen shares why she chose a career in financial services and why she hopes more women will choose to do the same. She says it's important for women to lift each other up and offers advice for young women as they launch their careers.
Growth Is Not the Goal, It's the Outcome: Johnson Investment Counsel
Johnson Investment Counsel President and CIO Jason Jackman shares why people and culture are crucial to his RIA's success. He also discusses how the firm is using technology, focusing on diversity and inclusion, and getting more employees involved in the goals and planning process.
#1 RIA Valued at $7.3 Billion in Investment from PE Firm Warburg Pincus
The #1 independent advisory firm in the country just announced has a new investment from Warburg Pincus. The PE firm is acquiring minority ownership and joining the board of Edelman Financial Engines, which manages $260 in assets. According to the release, this strategic investment values the nation's top RIA at $7.3 billion and is expected to close in the second quarter of this year.
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.