Common Inorganic Growth Strategies for RIAs (and Which One You Should Use)

Inorganic growth strategies for RIAs

The signals sometimes seem conflicting. The advisor population is aging, with little new blood to replace it—the average advisor is in their mid-50s, and industry conferences are dominated by grey-haired professionals. It seems like, at least on paper, it would be a buyer’s market out there, favoring advisors who are looking to acquire or merge

The Salvino Wealth Management Team launches RIA with $2.2 Billion in Assets – orchestrated with Fusion Financial Partners

CHICAGO, Jan. 19, 2021 /PRNewswire/ — The Salvino Wealth Management Team proudly announces the launch of Performance Wealth, a new independent Registered Investment Advisor. As a fully independent firm committed to excellence, Performance Wealth will be empowered to choose the technology, asset managers, and investment solutions that are best suited to each client’s needs. The

Fusion Financial Partners Launches FusionNetix™ to Provide High-Touch Technology Services Tailored to Unique Needs of RIA Community

CARLSBAD, Calif., Dec. 10, 2020 /PRNewswire/ — The rapid evolution of the wealth management industry in the last few years has been driven by advances in technology. With that in mind, the founders of Fusion Financial Partners have launched FusionNetix™ (fusionnetix.com), a new firm created to deliver white-glove managed IT services, cybersecurity expertise, and IT consulting

Fusion Financial Partners Hires RIA Veteran John DiBenedetto as Managing Director

SAN DIEGO, Oct. 6, 2020 /PRNewswire/ — Fusion Financial Partners, the premier consulting firm specialized in the area of transformative business consulting for RIAs, today announces the hire of John DiBenedetto as Managing Director, Strategic Partnerships. With more than 25 years of industry experience, Mr. DiBenedetto will broaden Fusion Financial Partner’s institutional consulting services by overseeing the firm’s

Fusion Financial Partners adds ex-Fidelity VP

The RIA consultancy has hired Barret Frost, who was formerly a vice president of Fidelity’s custody business and a recruiter at LPL Ian Wenik 15 November 2019, 13:28 (Published on CityWireUSA) RIA consultancy Fusion Financial Partners has made a key hire from Fidelity’s custody business. The Carlsbad, Calif.-based firm has hired Barret Frost to serve

Fusion Financial Partners Forms Strategic Partnership with Progressive Management Associates to Bring Proven Coaching Resources to Independent Advisors

CARLSBAD, Calif., Feb. 14, 2019 /PRNewswire/ — Fusion Financial Partners announces strategic partnership with Progressive Management Associates to bring additional resources through specialized coaching to assist break-away advisor teams with business optimization. Formed two years ago by industry veterans and former HighTower executives, Mike Papedis and Kimberly Papedis, Fusion is a leading business consulting agency for

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