Posts Tagged: RIA

The trillion dollar club: How to be a growth superstar

Amazon recently joined Apple in the trillion dollar club, becoming the second American company in history with a market cap surpassing $1 trillion. While Amazon and Apple climb to new highs, it’s been fantastic for investors and for the wealth management firms that serve them. There’s nothing like a rising market to increase assets, revenues…

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Eight Questions RIAs Should Ask Before Doing a Deal

Making the decision to sell or merge with a larger wealth management firm can be a decision fraught with peril. Here are questions to ask to facilitate the process. For owners of a Registered Investment Advisor (RIA) practice, making the decision to sell or merge with a larger wealth management firm can be an experience…

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FinLife Partners is a dba of United Capital Financial Advisers, LLC.

All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, Honest Conversations®, Money Mind®, FinLife®, FlexScore®, Financial Control Scorecard®, FCS®, One Best Financial Life®, United Capital Private Wealth Counseling®, Ideal Life Index™, and FinLife Partners Powered by United Capital™, United Capital Financial Life Management™, Financial Years of Freedom™) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.