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Coldstream, Arnerich Massena Merge to Create $10B RIA

RIA Edge
 
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RIA Edge Newsletter

JULY 9, 2024

RIA News

Coldstream, Arnerich Massena Merge to Create $10B RIA

Diana Britton

With this latest deal included, Coldstream has nearly doubled in size over the last three years without taking any outside capital.

FULL ARTICLE

Advertisement

Former Edward Jones Advisors Launch Breakaway Support Platform

Diana Britton

Uptick Partners debuts with an Alabama-based team as its first breakaway. Its goal is to help non-protocol, captive advisors go independent.

FULL ARTICLE

WHITE PAPER

The Pros of Bonds in High Interest Rates

Sponsored by Thrivent

Bonds may help investors reduce their tax burden.

LEARN MORE

Farther Reports $3B In AUM, New Hires

Davis Janowski

Among its new recruits is a team from Goldman Sachs Personal Financial Management.

FULL ARTICLE

Kovitz to Buy $2.6B Focus Firm Relative Value Partners Group

Diana Britton

The deal is the latest example of Focus Financial’s consolidation efforts and will bring Kovitz to more than $24 billion in client assets.

FULL ARTICLE

WMIQ RESEARCH REPORT

Heightened M&A Interest Reflects Booming Firm Valuations

In partnership with Cambridge Investment Research

In stable economic conditions, financial advisors harness stability to capitalize on opportunities.

DOWNLOAD NOW

$10B Good Life Opens Orlando Headquarters

Diana Britton

The new location will be opened by the end of this year, and will house Good Life Founder and CEO Conor Delaney.

FULL ARTICLE

Podcasts

RIA EDGE PODCAST

Client-Centric Growth: A Model for Modern Wealth Management

David Armstrong

Linscomb Wealth's Phillip Hamman on how his firm outpaced market growth with a laser focus on client satisfaction.

Sponsored by Schwab Advisor Services

LISTEN NOW

ADJUSTED FOR RISK PODCAST

Tips For Creating An Effective Marketing Strategy

Ryan Nauman

C2P's Matt Seitz shares insight about and provides examples of effective marketing strategies.

WATCH NOW

Commentary

PROSPECTING

Next-Gen Prospects Are Wondering: Where Are You?

Megan Carpenter

Today, the conversation isn’t led by you saying, “Let me tell you about our firm.” It’s led by prospects saying, “Hey, I’ve been following your content, and now I want to meet.”

FULL ARTICLE

BUSINESS PLANNING

George Orwell’s Hidden Warning For Financial Advisors

Alex Goss

Dangers abound when wealth enterprises celebrate founders over advisors.

FULL ARTICLE

BUSINESS PLANNING

Ten Tips For Advisors Considering Independence

Alicia Chandler

Trying to DIY something as complex as the setup of an independent financial advisory practice can lead to complications, costs and headaches.

FULL ARTICLE
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