This week's weekend reading kicks off with the news that a recent study from Fidelity Institutional highlights the growing popularity of the RIA model and the success advisors have had after going independent. (via @alihibbs@wealth_mgmt) https://t.co/UNOkGbKopQ #advicers
The RIA space saw at least eight deals this week, representing more than $38 billion in total assets. Catch up on the details with @alihibbs' RIA Roundup: @AtriaWealth buys @GrovePointFin, Aristotle Acquires Pacific Asset Management and more.
https://t.co/u9UEiWqA09
Choreo to Acquire $1B Cherry Bekaert RIA: The lift-out of its wealth management business is only the beginning of the new RIA’s relationship with the national CPA practice, say firm leaders. https://t.co/D7Olc7ll8X
CEO of @sanctuarywp, @JDicksonSW, spoke about what he sees in the RIA M&A landscape, what he looks for in an acquisition target and where he thinks the industry is headed at the @RIA__Edge conference last week. | @alihibbs
https://t.co/AuROyOVzyE
The Lincoln Project’s legal response to the frivolous threat of a lawsuit from Jared Kushner and Ivanka Trump’s lawyer.
This will not be the last they hear from us.
My husband John lived by a code: country first. We are Republicans, yes, but Americans foremost. There's only one candidate in this race who stands up for our values as a nation, and that is @JoeBiden.
We believe NY is past the peak and we are now descending the other side of the mountain.
The continuation of this positive trend depends on our actions.
What each of us does makes all the difference.
I know this is hard.
I wish I could say this will be over soon, but I can’t.
We must make decisions based on the science and the data.
Human lives are at stake.
I’m almost certainly preaching to the choir here, but allow me to earnestly point out today that often what happens in American statehouses is far more consequential in your life than what happens in DC.
Save some bandwidth for what happens on the state level!
As the @GOP talks today about “defending our democracy” -- let’s remember the legislation they have BLOCKED this year...
-Voting rights
-Securing elections from foreign interference
-Anti-corruption laws
...the list goes on, and on, and on, and on...