Added on March 2019 in Join an RIA
0 visitor like this article | Viewed 5435 times | 0 comment
Summary: Leo Kelly left behind big firms like Merrill Lynch and HighTower to launch his own independent firm two years ago so he could customize and grow his firm the way he wanted.
0 visitor like this article | Viewed 4429 times | 0 comment
Summary: [Podcast] My guest on today’s podcast is Dennis Moseley-Williams. Dennis is the founder of DMW Strategic Consulting, a boutique consulting firm that works with financial advisors in how to design and deliver a great client experience.
Added on March 2019 in Form an RIA
0 visitor like this article | Viewed 4593 times | 0 comment
Summary: A few weeks ago, I was talking to a group of advisers about how to grow their practices. One of them said, "Scott, it's different for you because you have such a large staff."
0 visitor like this article | Viewed 3887 times | 0 comment
Summary: By now, most of you know that the Financial Planning Association has launched an ambitious initiative which aims to dissolve 88 chapter affiliation agreements and turn those local chapters/state organizations into branches of the Denver home office. And if you’ve been reading my Inside Information blog or Michael Kitces’s Nerd’s Eye View posts, you know we think this has the potential to do great harm to the FPA.
Added on February 2019 in M&A Issues
0 visitor like this article | Viewed 4921 times | 0 comment
Summary: Creative Planning is acquiring Minneapolis-based The Johnston Group, a regional registered investment advisor with more than $500 million in assets under management, the company announced today. It is the first acquisition for the Overland Park, Kan.-based RIA, marking a shift from relying on referral-based growth to incorporating acquisitions.
