From FA Magazine
0 visitor like this article | Viewed 3225 times | 0 comment
Summary: It is not surprising that Derek Holman and Brian Parker ended up as co-founders of Torrance, Calif.-based EP Wealth Advisors. After all, they’d been friends since middle school in their hometown of San Diego, and started their working careers together at a yogurt shop. Today, Parker and Holman, both 43, run EP Wealth, an up-and-coming RIA firm with $2.3 billion in assets, serving nearly 2,000 clients through six offices in California (Torrance, West Los Angeles, Irvine, Valencia, Lafayette and San Diego), plus one location in Denver.
From PFI Advisors
Added on October 2016 in M&A Issues
0 visitor like this article | Viewed 3702 times | 0 comment
Summary: Our latest industry white paper details the 7 key capabilities that all RIA buyers need to develop before engaging in M&A activity. This report also highlights four industry leaders and the lessons they have learned from their varied experiences.
From IRIS
0 visitor like this article | Viewed 3263 times | 0 comment
Summary: The right content is critical to creating trust, influence, and inspiring new business opportunities. In my experience, it’s taken over as the key online marketing strategy. Yet, so many advisors lack the ability and resources to pull it off. Let alone well enough to achieve the results they want and expect.
From On Wall Street
Added on October 2016 in Form an RIA
1 visitor like this article | Viewed 3495 times | 0 comment
Summary: Over time, the pain of staying in a wirehouse environment can outweigh apprehension over the work it takes to leave, two veteran advisers told participants during a Financial Planning webinar covering the challenges of going independent.
From Financial Planning
Added on October 2016 in M&A Issues
1 visitor like this article | Viewed 3747 times | 0 comment
Summary: One of the industry's fastest growing wealth managers has crossed the $2 billion AUM mark — and says it's just getting started.
