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

Solving succession: The fate of RIAs depends on their founder's plans to leave

Every year, the succession consultant Philip Palaveev says he gets calls from firm founders who have been diagnosed with cancer. Often it’s too late to do anything about the complex and time-consuming process of succession, Palaveev says. Many experts advise a 10-year runway to plan for internal succession. Read More