1 min read
The Edge Team: May 2, 2024 3:30 PM
Finding and choosing the right strategic partner is a crucial undertaking for RIAs. The partner should align with the firm's operational culture,...
2 min read
The Edge Team: April 25, 2024 3:30 PM
For RIAs, Strategic Growth Capital (SGC) is not the ultimate solution but a mere tool. It must be aligned with clear and executable strategic...
1 min read
The Edge Team: March 27, 2024 5:00 PM
The integration of Strategic Growth Capital (SGC) for mid-sized RIAs, should aim for what we call “sustainable excellence” which involves a mix of...
1 min read
The Edge Team: March 20, 2024 5:00 PM
The rapidly growing consolidation trend compounded by shifting client needs has transformed mid-sized RIAs from mere observers to active seekers of...
9 min read
Matt Heitman: January 16, 2024 6:30 PM
Everyone knows that consolidation is a major trend sweeping the wealth management industry. There is no shortage of resources offering guidance on...
4 min read
Matt Heitman: October 4, 2023 12:00 PM
The wealth management industry has changed significantly in the past ten years, but that was just a small taste of what's to come. Looking forward to...
3 min read
Matt Heitman: August 22, 2023 11:15 AM
Successful organic growth entails more than just one-off referrals, especially when it comes to centers of influence (COI) referrals from...
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