If you've been practicing for a while, you likely have a good sense of your niche expertise and target clientele. But these days, we have the tools to push beyond preconceptions to better understand our customer base, illuminate our blind spots, and uncover insights that can help us double down on our unique formula for…

Homrich Berg, an Atlanta-based RIA integrator with $17 billion in assets, will sell a small stake in the firm to TPG, a private equity firm based in Fort Worth, Texas, according to a Reuters report based on sources “familiar with the matter. .” The deal would value the RIA at about $1 billion. Related: Homrich…

Investors are increasing their use of covered call strategies, even as stocks repeatedly reach new highs. Source link

The ETFs in this gallery are the top funds for major asset classes, such as large-cap stocks, small-cap stocks, emerging markets, bond strategies, and bitcoin. Based on one-year returns as of 9/23/2024. Minimum $5 million in net assets, excludes leveraged and inverse ETFs. Aniket Ullal is VP, ETF data and analytics for CFRA, one of…

It was May 2020 when Justin Berman first shared his breakout story in this series. in “Life after Goldman Sachs”, Justin shared his perspective on leaving the prestigious brand to start an independent firm. He discusses why, after 7 years at Goldman, he felt constrained by changes at the firm in his ability to serve…

Sponsored by The consulting industry is currently awash with articles, conference discussions, and social media commentary bemoaning the sad state of organic growth. While more organic growth is always better than less, recent research conducted by the Commonwealth Financial Network and WealthManagement.com found that the industry growth rate as measured by clients served and assets…

Carina Diamond, who left Dakota Wealth Management last year to start her own consulting business, has joined Gries Financial Partners, a Cleveland-based registered investment adviser, as chief growth officer in a newly created role. Diamond will also serve in the same role for Gries' parent company, 4100 Group Financial Services, the financial services vertical of…

Discover the latest insights from our comprehensive study, Driving Firm Growth 2024, where we examine how new and veteran advisors approach growth. This report provides essential data on marketing strategies, growth planning, and the impact of advisor demographics on firm success. Explore key trends shaping the future of consulting firms and useful measures for driving…

Carson Group has acquired True North Financial, a registered investment adviser based in Billings, Mont. with about 400 million dollars in assets. The deal adds a second Billings location for Carson Wealth, one of three branches of the Carson Group, and marks its sixth acquisition of the year. True North Financial is comprised of a…

Industry veteran Suzanne Siracuse talks to Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and comprehensive communication can transform the client experience. Vanessa shares her journey, rooted in the values ​​instilled by her parents, who overcame educational limitations in war-torn Central America. This background shaped her commitment to…