The new support platform for underrepresented advisors will offer coaching, model portfolios supported by Vanguard and Alpha Architect, and access to a tech stack that includes Altruist, RightCapital, Envestnet | MoneyGuide and more.
Part 2 of this two-part series explores what drives value and how to build a business that will be 'attractive' to acquirers and garner the highest valuation.
Hiring will be across all job functions—69% in customer-facing positions, while 14% will be technology roles.