Robert DeChellis and Frank Porcelli have launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and business valuation tools; execs plan to start with a handful of acquisitions of sub–$1 billion firms.

Breaking down the pros and cons of enrolling into FINRA's new continuing education program.

‘The temperature is rising on the quality of cybersecurity risk for registered investment advisors, whether they are in the DOL space or not.’

Focus expects to see 20%-plus annual revenue and adjusted EBITDA growth and an EBITDA margin of 25.5% this year, despite anticipated market volatility.

CEO David DeVoe said his firm launched the GrowthBuilder platform in response to a disquietingly slow rate of growth for the average advisory firm that is often masked by market performance.