"When we complete our five-year plan and we've recruited the advisors we want to recruit, advisors will be the single largest group of shareholders within our firm," &Partners founding partner Kristi Mitchem told InvestmentNews.
The San Francisco-based RIA has its logo on the shirt sleeve of 23-year-old Riley Lewis as he makes his major championship debut, and plans to further leverage the golfer's cachet among clients and prospects.
More advisors are using subscription models for financial planning services.
From tech to a focus on client experience, here’s what new RIAs should be drilling down on.
"Personality traits are more important than the technical aspect," one CEO said.
While results of the deal won’t be seen for years, RIAs remain optimistic about the opportunities it presents for the space.
RIAs discuss how to master M&A to grow the practice at recent RIA Activate California event.
From operations to unique value propositions, advisors weigh in on best goals for new RIAs.
From office space to legal fees and tech stacks, advisors highlight the initial costs of starting their firms.
Advice on how to make the space welcoming and memorable for clients.
The brand of your RIA should be extensions of the firm’s philosophy and the firm’s name, share advisors.
Name for new business should consist of values, beliefs and "the why", advisors say
“Get on the train to optimize and streamline your firm’s process,” says panelist. Last call to join Tuesday's webinar.
“Understanding what drives value for your business can become powerful information,” says RIA Lab panelist.
Fewer clients can help the advisor perform at "a higher level," says one new RIA.
What makes for good content and what represents a good engagement rate?
Chuck Failla, a passionate RIA advocate, explains why you should go independent.
Breaking up the band to go RIA is a huge decision for any advisor, no matter how ambitious. Advisors tell tales of going it alone.
With nearly two-fifths of advisors set to retire in 10 years, the industry has to help new advisors address a key challenge, says Cerulli.
A stay issued on Friday adds to an order in a separate case against the Department of Labor.
