Next Gen, Now | Breakaway Advisor Perspectives
For wealth professionals thinking about advisor career moves, it offers a short set of questions used to evaluate a firm beyond the immediate role.
RIA M&A
Deals, valuations, earn-outs, succession and breakaways: the business of buying and selling advisory firms. Selected by our editors.
9 videos and podcasts · new this week: 6
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True Partnership Model | Breakaway Advisor Perspectives
It is a short, first-person account of the criteria one advisor used when choosing a firm, which may be useful context for advisors weighing independence against platform scale and resources. It is a promotional piece from the host firm, so it offers perspective rather than analysis.
RIA Edge Podcast: Scaling RIAs While Preserving Advisor Control with Jim Dickson
For wealth professionals focused on RIA growth and ownership, the episode discusses minority capital structures and the operational areas firms may need to build as they scale. It also connects data infrastructure, private-market capabilities and M&A capacity to long-term growth decisions.
RIA Growth Strategy, M&A, and Capital Partnerships with Sam Anderson and Matt Kilgroe
It is a first-hand account from an RIA CEO who has been through a capital-partner process, framed around preparation, stakeholder communication and partner selection rather than valuation alone. Useful for owners weighing succession options or outside investment.
From Intern to Owner: Succession Planning for Financial Advisors with Jorge Padilla
For wealth professionals considering internal succession or next-generation ownership, the episode focuses on the communication and leadership work that surrounds an ownership transition. It also looks at how cultural understanding and purpose can shape client relationships and a firm's long-term direction.
RIA M&A
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