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Launching an RIA
Mar 2, 2021
Common Inorganic Growth Strategies for RIAs (and Which One You Should Use)

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

Launching an RIA
Feb 23, 2021
Breaking Away to Form Your New RIA Without Violating the Broker Protocol

When it comes to breaking away from your wirehouse or IBD to start a new RIA, you want to make sure you do it right. One wrong step and you could find yourself the defendant in a court case against a giant corporation. So how can you proceed with caution?  Most firms will operate under

Launching an RIA
Feb 16, 2021
Common legal questions every new RIA must answer

Going independent and starting your own RIA is an exciting prospect. But it’s easy to get so caught up in choosing a name, logo, office, and other more “sexy” details that you miss out on some essential legal considerations of starting an RIA. Branding is obviously important. However, falling short of your legal requirements could

Launching an RIA
Feb 9, 2021
The Definitive Timeline for Launching a New RIA Firm

Thinking about independence for your advisory practice? If you’re wondering if it’s time to start a new RIA, you aren’t alone.  Now more than ever, advisors are ready to break from long-standing relationships with large financial institutions so they can form their own independent businesses and give their clients the kind of personal service and

Featured
Dec 23, 2020
2020 Year in Review

          December 27, 2020 To our valued clients and partners, As we near the end of 2020, I cannot help but reflect on words my Phi Gamma Delta fraternity brothers and I learned many years ago from one of our alumni, the 30th President of the United States, Calvin Coolidge. Let’s

Press
Dec 11, 2020
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

Press
Dec 9, 2020
$3.75bn FiNet team exits to set up independent RIA

Boston-based Mayflower Advisors spent 15 years affiliated with Wells Fargo. Ian Wenik 02 December 2020, 11:57 (article from CityWireUSA) A 35-person team formerly affiliated with Wells Fargo’s FiNet has exited the wirehouse to set up its own independent RIA. Boston-based Mayflower Advisors, which employs 16 advisors, plans to use Pershing as its primary custodian. The

News
Oct 6, 2020
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

Press
Sep 16, 2020
Fusion Financial Partners Upgrades Offering with Launch of Technology Solution Department

In partnership with Mirador, we’ve launched a new technology called ScoreCard and expanded our team of bespoke tech experts in RIAs. Fusion Financial Partners has expanded its suite of offerings for RIAs with the launch of its new Fusion Technology Solutions department, a joint venture partnership with Mirador, LLC, a leading provider of bespoke portfolio-performance

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