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07:49
Meet the RIA: Carson Group
Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning & Advanced Solutions at Carson Group, shares more about the top RIA’s philosophy and how their approach differs from other firms.
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09:06
Meet the RIA: Bartlett Wealth Management
Bartlett Wealth Management President Holly Hirt Mazzocca, CFP® reflects on how the firm has found success and grown to $6.9billion in AUM since its founding in 1898. She also shares her strategy for finding the best independent wealth management firms, how she is engaging with talent across all levels of Bartlett.
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15:53
Meet the RIA: Evolv Family Wealth
Nick Kolbenschlag, Managing Director at Evolv Family Wealth, shares what went into the launch of the new RIA platform, its strategy for helping advisors build wealth, and how the personal CFO model ultimately benefits the end client. He also explains what pain points that Evolv intends to solve for advisors looking to leave the wirehouses.
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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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14:40
Meet the RIA: Beacon Pointe Advisors
Beacon Pointe Advisors is the largest female-led RIA in the country and has been consistently ranked one of the top RIAs in the U.S. by Barron's. CEO Shannon Eusey shares what it was like launching the firm in 2002, the allWEALTH® approach, and what’s been key to Beacon Pointe’s success over the past two decades.
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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.
