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#FA Success Ep 298: Navigating The Evolution From Broker-Dealer To RIA Platform Leadership, With Carolyn Armitage

Nerd's Eye View

billion in assets managed by over 20 affiliated independent advisor businesses. My guest on today's podcast is Carolyn Armitage. Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5

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#FASuccess Ep 397: Powering Growth To $1.2B Of AUM With An Intentional Focus On (Local) Acquisitions Of Retiring Advisors, With Jaime Benedetti

Nerd's Eye View

billion in assets under management for approximately 900 client households. Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2

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Fee-Only vs. Commission-Based Information

Inside Information

billion in assets under management? Or that AssetMark is acquiring $12 billion in client assets from Morningstar? You might be interested to know that Arkadios Capital recruited a former LPL team that manages $850 million in client assets. Or here’s one: Blackrock expects active ETF assets to reach $4 trillion by 2030.

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A Promising Picture for Financial Planner Job Growth

eMoney Advisor

That’s because the advisors expected to retire control 40 percent of total industry assets, or roughly $10.4 Compensation for financial advisors can be challenging to calculate, especially because of the widespread model of being paid based on assets under management, which can fluctuate with the markets. Cerulli Associates. “40%

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Private Bankers Considering Change: What You Need to Know

Diamond Consultants

By our count in 2021 alone some 19 teams managing over $88B in assets transitioned from private banks. In almost every instance of a move by a private banker, there is a significant amount of assets that will need to be left behind. Be realistic about the strength of your team.

Banking 52
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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

So, so you’ve held analyst roles and a number of asset managers. And so I had a lot of contacts in Australia at that point, and one of them was the CEO of what was at the time called Colonial First State Global Asset Management. And so when the recruiter called me, I said, you know, it sounds really interesting.

Investing 147
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How To Get Rich Quickly: Can You Really?

Clever Girl Finance

Well, while you can make a little money selling the inventory, the real way to make money in an MLM is by recruiting new distributors underneath you. Then, you make a commission based on their sales. You are your best asset. Sounds straightforward, right? Starting a side hustle. Getting a part-time job.

Education 105