DeVoe Launches Program to Help RIAs Boost Organic Growth
CEO David DeVoe said his firm launched the GrowthBuilder platform in response to a disquietingly slow rate of growth for the average advisory firm.
Source: wealthmanagement.com
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Vic Esclamado Joins Republic Capital Group
NEW YORK, HOUSTON and DALLAS, Feb. 16, 2022 /PRNewswire/ -- Republic Capital Group ('Republic Capital'), a leading independent investment bank tha...
Source: businessinsider.com
Beacon Pointe Acquires Five Firms, Brings 2021 Total Above $7 Billion
Beacon Pointe Advisors acquired five firms to end 2021, bringing the years total to 14 deals with $7 billion in assets under management.
Source: wealthmanagement.com
3 Tips That Financial Advisors Can Learn From the Healthcare Industry
/PRNewswire/ -- Forum Financial Management: What can RIAs learn from the healthcare industry about swift adaptation to change? It is no secret that the...
Source: prnewswire.com
New Study Links Private Equity Ownership to Advisor Misconduct
Academics found that private equity-backed RIAs had a higher percentage of their advisors committing misconduct after the takeover.
Source: wealthmanagement.com