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
Recruiting A New Generation Of Advisors
Recruiting A New Generation Of Advisors by ELEANOR O’SULLIVAN
Philip Palaveev on how firms should be recruiting young talent
Next generation needs and deserves more attention and training. By Jeff Benjamin and Philip Palaveev
Philip Palaveev writes the one RIA book worth reading this year
Passing down an RIA practice is no more possible than bequeathing a soul and he writes ‘G2’ accordingly. By Brooke Southall
Financial Advisor Magazine, October 2017 issue
Read Philip Palaveev’s article in the October 2017 issue of FA Magazine
Building A True Ensemble Practice Beyond Yourself And Training G2 Successors with Philip Palaveev
Nerd’ Eye View podcast with Michael Kitces and guest Philip Palaveev
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
How Does Your Firm Stack Up?
“Benchmarks are like a dashboard in a car,” says Philip Palaveev, CEO of The Ensemble Practice, a support and service organization for financial advisory firms based in Seattle, Wash. “Benchmarks showing what other firms are experiencing can tell you if you are growing too fast or too slowly and if things are working properly. Read More