Serious About Making Acquisitions? Build a Dedicated Team and a Replicable Process Nov 30, 2023 Advisory firms planning multiple mergers need a standardized system. Mindy Diamond on Independence: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill Nov 30, 2023 Matt Celenza returns to the podcast to share an insider perspective on “what he wishes he knew before breaking away”—the good and the bad. CPA Firm Windes Partners With Integrated to Launch Wealth Firm Nov 30, 2023 California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice. Snowden Lane Recruits Hybrid RIAs in Colorado, Florida Nov 30, 2023 The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel. RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape Nov 29, 2023 Ryan Parker, CEO of EP Wealth, sheds light on the firm’s intentional M&A strategy and what it means for the company’s development. Creative Planning Adds Delaware Firm Managing $535M Nov 28, 2023 The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning. Nepsis Enters Expansion Phase with CPA Purchase Nov 28, 2023 The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers. Commonwealth Lures $3B San Diego Team From Lincoln Investment Nov 28, 2023 With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan. Load More first previous … 61 62 63 64 65 66 67 68 69 … next last Load More
Mindy Diamond on Independence: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill Nov 30, 2023 Matt Celenza returns to the podcast to share an insider perspective on “what he wishes he knew before breaking away”—the good and the bad. CPA Firm Windes Partners With Integrated to Launch Wealth Firm Nov 30, 2023 California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice. Snowden Lane Recruits Hybrid RIAs in Colorado, Florida Nov 30, 2023 The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel. RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape Nov 29, 2023 Ryan Parker, CEO of EP Wealth, sheds light on the firm’s intentional M&A strategy and what it means for the company’s development. Creative Planning Adds Delaware Firm Managing $535M Nov 28, 2023 The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning. Nepsis Enters Expansion Phase with CPA Purchase Nov 28, 2023 The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers. Commonwealth Lures $3B San Diego Team From Lincoln Investment Nov 28, 2023 With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan. Load More first previous … 61 62 63 64 65 66 67 68 69 … next last Load More
CPA Firm Windes Partners With Integrated to Launch Wealth Firm Nov 30, 2023 California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice. Snowden Lane Recruits Hybrid RIAs in Colorado, Florida Nov 30, 2023 The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel. RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape Nov 29, 2023 Ryan Parker, CEO of EP Wealth, sheds light on the firm’s intentional M&A strategy and what it means for the company’s development. Creative Planning Adds Delaware Firm Managing $535M Nov 28, 2023 The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning. Nepsis Enters Expansion Phase with CPA Purchase Nov 28, 2023 The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers. Commonwealth Lures $3B San Diego Team From Lincoln Investment Nov 28, 2023 With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan. Load More first previous … 61 62 63 64 65 66 67 68 69 … next last Load More
Snowden Lane Recruits Hybrid RIAs in Colorado, Florida Nov 30, 2023 The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel. RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape Nov 29, 2023 Ryan Parker, CEO of EP Wealth, sheds light on the firm’s intentional M&A strategy and what it means for the company’s development. Creative Planning Adds Delaware Firm Managing $535M Nov 28, 2023 The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning. Nepsis Enters Expansion Phase with CPA Purchase Nov 28, 2023 The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers. Commonwealth Lures $3B San Diego Team From Lincoln Investment Nov 28, 2023 With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan. Load More first previous … 61 62 63 64 65 66 67 68 69 … next last Load More
RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape Nov 29, 2023 Ryan Parker, CEO of EP Wealth, sheds light on the firm’s intentional M&A strategy and what it means for the company’s development. Creative Planning Adds Delaware Firm Managing $535M Nov 28, 2023 The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning. Nepsis Enters Expansion Phase with CPA Purchase Nov 28, 2023 The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers. Commonwealth Lures $3B San Diego Team From Lincoln Investment Nov 28, 2023 With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan. Load More first previous … 61 62 63 64 65 66 67 68 69 … next last Load More
Creative Planning Adds Delaware Firm Managing $535M Nov 28, 2023 The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning. Nepsis Enters Expansion Phase with CPA Purchase Nov 28, 2023 The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers. Commonwealth Lures $3B San Diego Team From Lincoln Investment Nov 28, 2023 With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan. Load More first previous … 61 62 63 64 65 66 67 68 69 … next last Load More
Nepsis Enters Expansion Phase with CPA Purchase Nov 28, 2023 The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers. Commonwealth Lures $3B San Diego Team From Lincoln Investment Nov 28, 2023 With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan. Load More first previous … 61 62 63 64 65 66 67 68 69 … next last Load More
Commonwealth Lures $3B San Diego Team From Lincoln Investment Nov 28, 2023 With a niche focus on Taft-Hartley retirement plan sponsors, Mammini Company left Lincoln Investment to support an ambitious growth plan. Load More first previous … 61 62 63 64 65 66 67 68 69 … next last Load More
