aRIA Reveals Path to Elite RIA Status for Savant and Beacon Pointe
John Furey's advisor think tank takes its first "behind the curtain" look at its advisory firm members’ success.
The Alliance for RIAs (aRIA) Study Group: The 2013 IA 25 Extended Profile
Go to any conference where registered investment advisors meet, and it’s clear from the buzz in the room that RIAs like to talk.
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.
The 2013 IA 25 Slideshow: Thought Leaders
Among the most influential people in the industry are the researchers, economists and consultants whose work shapes the way advisors do business these days.
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
What’s Your Advisory Firm Worth? Successful RIAs Reveal Secret of True Value
Six top RIAs from the aRIA Group think tank consider how advisors can grow the value of their business based on variables such as cash flow, organic growth and risk.
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.
Exploring Independence: Ex-Wirehouse Advisors Carve New Paths
For his new firm, independent advisor Brian Solik has developed the ultimate anti-Wall Street niche: how to protect yourself from Wall Street and the IRS.
Two Big RIAs, Savant and Monitor Group, to Form $2.7B National Firm
Principals of the combined fee-only company, including Savant's Tom Muldowney, say their new model solves multiple issues for mature RIA firms like Savant and The Monitor Group.