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.
Sanctuary has taken minority stakes in partner firms Concenture Wealth Management and G Squared Private Wealth to create 6 Degrees, a new entity designed to pursue acquisitions in the Southwest. The deal is a model for future Sanctuary investments...
Kimberly Sanders, senior vice president of advisor solutions for LPL Strategic Wealth Services, discusses the evolution of the supported independence space and dives into how models like LPL’s address the changing needs of advisors and their clients.
'It’s great that PE is involved with our business as a validation of sorts, but I think the thesis is wrong,' said Phil Fiore, CEO of Procyon Partners, a Dynasty partner firm.
