RIA Service Expansion
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RIA Leaders: Wirehouse Breakaways, Service Expansion, More M&A to Dominate 2026
Yahoo Finance· 2025-12-23 17:46
MB : We will get really close to hitting $14 billion in organic assets this year. I joked with the team yesterday that in 2006, when we started the firm, I didn’t even have a goal to get to $14 billion, let alone to do that in one year from an organic perspective. That has come from having a dedicated business development team. Instead of relying on our advisors to fill their own funnels, we put that at the enterprise level and view it as our responsibility to fill the funnel. We’ve had that strategy since ...