The industry’s elite firms are growing by design, not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful event.
Some shareholders say the $4.1 billion price tag for Focus Financial is too low and doesn’t reflect the trajectory and future of the business—and many hope for a way to remain invested.
The Mather Group has grown by more than 700% over the past five years, due to an active M&A pipeline, a mysterious lead-generation strategy and a 'truly professional' CEO.
RIAs are more likely to add a new custodial relationship than unwind an existing one, presenting an opportunity for emerging custodians to make inroads, according to a new Cerulli report.
The Examinations Division will continue to focus on ESG and look for firm policies that are 'reasonably designed' to comply with the SEC's marketing rule.
Dave Dase, head of franchise relationships, will take over for Duran, who will still work with the firm on a new coordinated effort to bring Goldman’s capabilities across divisions to the RIA community.
Preparing to celebrate its 50th anniversary this year, MAI Capital Management has grown by at least 170% since 2017 while maintaining an impressive level of client service, adding capabilities and developing a strong acquisition model.
United Advisor Group, which launches with $750 million in AUM, wants Goldman's full suite of integrated wealth management services, including alternative investments and asset-backed lending.
