Scott Hanson

Scott Hanson is co-founder of Allworth Financial, formerly Hanson McClain Advisors, a fee-based RIA with more than $19 billion in AUM.

Scott Hanson
Displaying 127 results
A mass migration of advisers
NEWS OPINION DEC 15, 2021
A mass migration of advisers

Burnt out by the grind of running a small business, many firm principals are merging with other firms and creating national brands.

The evolution of the advising business
NEWS OPINION NOV 30, 2021
The evolution of the advising business

The industry is consolidating amid an explosion in mergers and acquisitions.

Meeting the expectations of tomorrow’s savvy clients
NEWS OPINION NOV 09, 2021
Meeting the expectations of tomorrow’s savvy clients

If you're trying to grow, you need to be prepared to dramatically upgrade your service, including providing a first-rate digital experience and a greater range of services.

New clients are the key to your practice's value
NEWS OPINION OCT 26, 2021
New clients are the key to your practice's value

Once the market hits another prolonged downturn, those advisers with no organic growth will see a precipitous decline in the values of their firms.

A plan for yourself is a plan for the future of your firm
NEWS OPINION OCT 12, 2021
A plan for yourself is a plan for the future of your firm

The No. 1 reason given for the increase in advisory firm M&A is the desire to create a succession plan. Advisers nearing retirement should consider their alternatives.

3 drivers of record M&A activity
NEWS OPINION SEP 30, 2021
3 drivers of record M&A activity

With valuations of financial planning and wealth management shops at record highs and private equity focusing on the space, it would seem prudent for firms to at least research their options.

Why multiyear earnouts can cause problems
NEWS OPINION SEP 14, 2021
Why multiyear earnouts can cause problems

Such arrangements are often structured in ways that misalign the interests of the buyers and sellers, and they can be highly divisive.

Why the M&A clock is ticking faster than ever
NEWS OPINION AUG 17, 2021
Why the M&A clock is ticking faster than ever

Firms interested in selling have increased dramatically, but going into the end of this year, it may be hard to find the specialized contractors needed to complete a deal, like bankers, lawyers and accountants.

Stop devaluing your business
NEWS OPINION AUG 03, 2021
Stop devaluing your business

If the perceived value of an RIA is tied to the adviser's investing prowess, it makes it hard to develop a succession plan or sell the firm.

Balancing freedoms makes you a better adviser, happier person
NEWS OPINION JUL 07, 2021
Balancing freedoms makes you a better adviser, happier person

The key for advisers is finding a balance where they maintain the maximum freedom that enables them to focus on their purpose.