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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Number 8860726. Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present). Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

Number 8860726. The firm is led by Mark Ring and Dan Morrison, who founded the RIA in 2006 and joined the Carson community in 2016. Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. Registered in England and Wales.

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

Number 8860726. LifeBridge was started in 2016 and later grew when Jim Morrison joined Rudelson to create a combined firm with Bluespring in 2021 with offices in Houston and Waco. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

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From Unprofitable To $115M AUM: Reinventing A 2nd Generation Advisory Business By Finding The Right Niche

Nerd's Eye View

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Jason then pivoted to offering financial planning services for those nearing or entering retirement, which required the firm to retrain its staff on the ins and outs of retirement planning.

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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

Number 8860726. Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

Number 8860726. In 2016, AZ Business Magazine recognized Kerr as one of Arizona’s Most Influential Women. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

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Old School Alts, Represent!

Random Roger's Retirement Planning

Then from about 2013 to 2016, gold struggled and so too did PRPFX. The ten year numbers are awful for PRPFX because gold went down for about 4 years from 2013-2016. Here's how it did back to 2016. During the GFC and a little beyond, gold did very well and PRPFX outperformed by a mile.