As a 19-year-old financial advisor at the start of his career, Conor Delaney likely had some kind of plan, but fast forward another 19 years and the InvestmentNews 40 Under 40 alumnus must surely have surpassed his own goals.
As founder and CEO of Good Life Companies which partners with independent financial advisors nationwide, Delaney is now heading a 12-year-old business with 50 employees serving more than 200 advisors across the country managing more than $10 billion in client assets.
This month the firm has added three advisors to its network:
“It is a milestone in an advisor’s career when they launch their own business,” said Delaney. “Supporting that moment is the backbone of our business, and it has inspired our continuing innovation and commitment to serve as a resource to the advisor and their business at every step.”
Good Life is eyeing expansion of its own footprint too, opening a second corporate headquarters in Orlando, Florida, augmenting its Reading, Pennsylvania location.
Delaney will be based in the new office, which should be open by the end of 2024 to support current advisors supported by the firm and to serve the strong demand for its differentiated model of services and support.
“As demand for independence grows, our model is resonating with advisors looking for a better way to work and live,” said Delaney. “The success of our affiliated advisors is a testament to that. With this new location, we can continue to enhance our offering of service and support by gaining access to a growing population of talent and creating a destination for advisors.”
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
