The past 15-plus years of easy monetary policy provided cheap capital and created fertile ground for M&A activity in the advisory industry. This environment drove a consolidation trend, providing a path forward for advisors who sought to exit businesses, while...
When the Financial Planning Association Annual Conference took place at the Seattle Convention Center in December, there was enough information coming at the average attendee that it’s no surprise some messages might have gotten lost in the shuffle. For me, a...
Earlier this month, RIAs and financial advisers from across the country gathered in Boston for the first in-person InvestmentNews RIA Summit. The event focused on highlighting opportunities and challenges for both individual advisers and firms looking to grow their...
A DJ, a publicist and a financial adviser sit down on a stage together. The question: How can RIAs better their brand and name recognition through marketing? I recently attended this intriguing discussion when my Gregory FCA colleagues and I traveled to the first-ever...
Some of the nation’s top leaders and service providers in the registered investment adviser industry recently converged on the elegant Wynn Las Vegas resort and casino for DeVoe Elevate 2022, a two-day conference hosted by DeVoe and Company. Known for its work in...
