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.
Christopher Blotto moved this month to Janney Montgomery Scott.
Finturk also added new form-filling and cash sweep tools to its AI-first CRM platform, while Zeplyn builds advisor coaching into its own AI operating system
“Ultimately, you just try to embrace collaboration,” said Greg Merrill of UBS.
Building on its Personal Office platform, NorthRock Partners' latest transaction brings more than $200 million in assets under management and five employees to the growing RIA.
Expanded deal pairs succession-planning software with a broker-dealer network already logging rapid AI adoption among 11,000 advisors.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
