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Beacon Pointe Wealth Advisors Brings RIA Independent Financial Advisors Aboard in 4th Deal

100M Assets Under Management SoCal addition joins an RIA with a CPA firm affiliate, to the BPWA family of advisors. BPWA is currently in discussions with multiple firms to join its “unified growth” model, whereby the clients and advisors simultaneously enjoy an expanded array of services. Synergy between CPA and RIA firms and their clients is the key driver of this unique transaction.

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Interview: Tom Nally of TD AMERITRADE Institutional

The RIA model has become the aspirational model for financial advice professionals who want to sit on the same side of the table as their clients. We have to thank the trailblazing advisors who made the choice to put their clients’ interests above their own. Over the past few decades they have helped build the industry and raised awareness about the option and benefits of working with an independent registered investment advisor…

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5 Tips to Maximize the Value of Your Advisory Business

Recently I had an engaging conversation with an advisor who was looking to sell his practice and retire. The advisor wanted to be free and clear of the business within 1 year. What could he have done over the previous decade to sure up and maximize the value of his practice at the time of sale/retirement? Here are a few simple thoughts…