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

Carolyn Armitage

Time To Update Your Strategy

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

Not Just Giving Equity Away

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

Is Succession In Founders’ Economic Interest?

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

What's Holding Back Hybrids?

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

The Vitals Of Volatility And Valuations

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

Private Equity’s Impact On The RIA Space

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Hint: It’s probably not what you think.