The Center of Influence for Financial Advisors and RIAs - Click Here

Carolyn Armitage

Time To Update Your Strategy


Do you have the right, well-defined strategy, and can you execute it?

Not Just Giving Equity Away


Advisory founders need to see the value in the equity they give.

Is Succession In Founders’ Economic Interest?


There’s a dirty secret when it comes to succession planning, and nobody likes talking about it.

What's Holding Back Hybrids?


Many hybrid RIA firms continue to lag pure RIAs when it comes to valuations.

The Vitals Of Volatility And Valuations


Understandably, RIA executives are asking how this year’s turmoil will affect their profitability and valuations.

Private Equity’s Impact On The RIA Space


Hint: It’s probably not what you think.