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PFI Advisors Examines Role of CEO in Successful RIAs


PFI Advisors Examines Role of CEO in Successful RIAs
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Latest report: “Exploring the Benefits of Professional Management for RIAs A Deeper Look into Chief Executive Officers” available now. Successful strategies CEOs use to ensure continued growth and effective communication of their vision and firm’s mission. Multi-billion-dollar RIA CEO profiles including Buckingham Wealth Partners, Stratos Wealth Partners, SignatureFD, Corient Capital Partners, and RegentAtlantic
LOS ANGELES (PRWEB)
May 04, 2021
Continuing its efforts to support the development of professional management within the RIA industry, PFI Advisors is today releasing a new industry report (the tenth in its continuing educational series) focused on the role of the Chief Executive Officer. The report, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Executive Officers”, examin ....

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Brown Wealth Management Accelerates Growth Strategy with Acquisition of Truuwater Financial, Creating Wealth Management Firm with $1.2 Billion in Client Assets


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SAN DIEGO, Feb. 11, 2021 /PRNewswire/  Brown Wealth Management (BWM), a fast-growing, independent wealth management firm, today announced the acquisition of Truuwater Financial. The transaction combines two leading San Diego-based wealth managers, expanding BWM from a team of nine professionals and $825 million in client assets to 14 professionals and total client assets of $1.2 billion, supporting a national client base of individuals, families and business owners across the country.
Industry leader Jeff Brown founded BWM in 2005 and spearheaded its transition into an independent firm in 2015. From its earliest days, BWM was one of the pioneers of fiduciary client relationships in the wealth management space, specializing in intentions-driven financial planning. The firm s unique approach targets high-net worth professionals who are seeking a deeper and more holistic integration of financial planning and life coaching. This acq ....

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