Advisorpedia | March 17, 2021
For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s inaugural RIA Practice Management Insight’s conference. This virtual conference “focused on back of the house (operational) issues that are as vital to success as they are easy to ignore.”
Bank Director | February 8, 2021
Mergers and acquisitions are examined as part of Bank Director’s Inspired By Acquire or Be Acquired.
RIA Biz | November 12, 2020
The New York rollup bought $9 billion of AUM, but CornerStone Partners is still an OCIO for non-profit institutions with a set of challenges unique to its niche.
Family Wealth Report | October 5, 2020
Compensation, recruiting, retention, and equity are the main factors that cause wealth management firms’ owners sleepless nights. Where does equity fit into the picture and how can organizations understand its role better in taking businesses in the right direction?
RIA Biz | October 1, 2020
Fed Board member Lael Brainard voted ‘no’ on creating a new category killer but the San Francisco discount broker and RIA custodian got what it wanted; Schwab, TD Ameritrade shares rise on the news.
Pensions & Investments | August 10, 2020
Publicly traded money managers saw their assets under management rebound in the second quarter, even as revenues were slower to recuperate from COVID-19-related drawdowns felt in the first quarter.
Michael Kitces’ Financial Advisor Success Podcast | June 2, 2020
In this episode, Michael Kitces talks in-depth with Elizabeth Nesvold about how an investment banker looks at the valuation of an advisory firm.
PFI Advisors | April 21, 2020
Bad companies are destroyed by crisis. Good companies survive them. Great companies are improved by them. Matt Sonnen of PFI Advisors discusses the importance of using this time as a wake-up call to focus on the health of your business.
RIA Biz | April 18, 2020
The San Francisco broker paid cash in March to workers amid challenges of the pandemic as trading exploded, retail calls spiked 16%.
RIA Biz | February 21, 2020
The Boston firm repeopled, rebranded, remodeled, and then locked down its advisors with $100 million, paving the way for the next owner — if the $2-billion price is right.
FinancialPlanning | February 21, 2020
The RIA’s revenues blow past $1 billion but, industry observers not fierce competition among rival buyers.
FinancialPlanning | January 29, 2020
The Wall Street giant reveals how it plans to capture a bigger share of high-net-worth and mass affluent markets.