Beacon Pointe Wealth Advisors Rolls Up Another California RIA
BPWA strategic consultant David DeVoe says the new transaction is “a great example of how RIAs are intelligently using M&A."
What’s an RIA’s Ideal Model? (Hint: It’s About the Money)
For RIAs, getting into M&A as well as advisor recruiting may be tough, but it may be the only way for them to survive, the Alliance for RIAs says.
Advisors: Don’t Run Your Business Like an ATM
Most advisors fall into the “annuity trap” of treating their business primarily as a source of current income rather than building “real enterprise value,” the Alliance for RIAs advisor study group warns.
Secret to Building a Lasting Firm: It’s Not All About You
If you were to die one night, would you leave behind a firm you would want managing your family’s money?
Top RIAs Identify 4 Most Critical Challenges for Advisors
If you, the advisor, are the core value of your business, it will be worth little when you try to sell. The Alliance for RIAs addresses this issue and three other areas of concern in maintaining value and relevance as an independent.