For a financial advisor with wealthy Hollywood clients, Canon Price knows about the importance of a strong story arc. And she’s hoping to have crafted a blockbuster sequel.
Having started her financial services career more than two decades ago at Signature Estate & Investment Advisors, Price has returned to the nationwide RIA after it acquired the firm she has spent all those years building.
Price’s Beverly Investment Advisors is a $300 million AUA practice with a client base including those in the entertainment industry, business owners, attorneys, and medical professionals. For SEIA the acquisition of the firm and the return of one of its alumni is an exciting plot twist.
"It's a rewarding experience to see someone you mentored early in their career return to the firm after two decades of success, said Brian Holmes, CEO of SEIA. “Canon is one of our industry’s most respected advisors, and we’re thrilled to have her bring that wealth of experience back to SEIA. It speaks volumes about our shared values and commitment to excellence that she's chosen to rejoin us, and I’m confident that Canon will play a pivotal role in our continued growth and innovation."
For Price, rejoining the firm where she started out was a pivotal moment, and the decision to sell her firm was driven by her continued desire to best serve her clients.
"Over the years, I've been dedicated to offering personalized and accessible financial guidance, especially to women and Spanish-speaking clients, and that mission remains unchanged. I see myself as a caretaker for my clients, and by returning to a larger firm, I can focus even more on what matters most—my clients—without the operational demands of running an independent practice,” she said.
Price is also thinking longer term.
“Becoming part of SEIA again also enables me to put a strong succession plan in place, helping to ensure my clients will continue to receive the same dedicated care and attention for generations to come,” she added.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
