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Summary: Among the challenges facing the financial services industry, one stands out to me: a historic inability to attract and retain diverse talent.
Added on October 2019 in M&A Issues
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Summary: Sacramento, Calif.-based Allworth Financial continued its aggressive acquisition strategy by purchasing Dallas-based RAA, a $2.8 billion registered investment adviser that specializes in serving airline industry employees.
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Summary: The advisors we talk to generally have one of two perspectives on their company websites. Perspective one: The website is a digital business card and its purpose is to help the visitor contact the advisor. That’s it.
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Summary: Imagine for a moment that you’re an executive at a local company in town. You and your spouse have determined that you need a financial advisor. How do you begin your search?
Added on October 2019 in Join an RIA
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Summary: Anyone who's ever switched jobs — or entered into marriage — has thought "this isn't what I expected." Often, advisers join a new firm with high hopes of serving their clients better while also growing their business, only to become disillusioned and disappointed.
