Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors demonstrate how their transition from Wells Fargo PCG to FiNet resulted in new growth opportunities.
The alternative investment platform emphasizes its open architecture and sees itself as an enterprise solution for advisors rather than connecting large numbers of asset managers and RIAs.
Schwab’s Lisa Salvi shares insights from the firm’s annual benchmarking report, revealing how top-performing RIAs are driving significant organic growth amidst industry challenges.