RIA Mergers and Acquisitions Break Records in 2017

2017 was a record-breaking year for RIA mergers and acquisitions, with M&A transactions seeing a 22 percent increase over their 2016 numbers. Financial Advisor magazine’s Christopher Robbins discusses this trend, as well as a continuing surge in breakaways despite large brokerages leaving the broker protocol.

G2 Leadership Institute Graduation

We are very happy to announce the graduation of our first G2 Leadership Institute class! Read the press release here: G2 Graduation Press Release 11272017 G2 Graduates, Class of 2017