In this ever-evolving landscape, what exactly impacts the value of an RIA firm? Is it growth? Scalable models? Efficient operations? Or a perfect blend of all three?
In InvestmentNews’ upcoming edition of the RIA Lab series, our panel of experts will address the most common and most complex concerns RIA firms are voicing right now. This session will delve deep into issues such as;
So, why not take a ‘look under the hood’ of RIAs to better understand how the growth, profit, and risk profiles of your practice can impact its value. And, as an added bonus, this session has been approved for 1.5 CE credits from the CFP Board and from the Investment & Wealth Institute.
Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.
Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.
National survey of workers exposes widespread retirement planning challenges for Gen Z, Millennials, Gen X, and Boomers.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave