by Matt Hayon | Aug 1, 2021 | News
Considering making the transition to an independent RIA firm? If so, check out the latest article by Compass Chief Executive Officer Matt Hayon published in AdvisorHub magazine: The Economics of RIA Independence...
by Damian | May 3, 2021 | News
Recently, Compass CFO Solutions, LLC Founder and CEO, Damian Lo Basso, sat down with Forbes to share tips to help minimize payroll fraud. Forbes: Worried About Payroll Fraud? Nine Ways Small Businesses Can Mitigate The Risk Subscribe to learn more!Want to be the first...
by Matt Hayon | May 1, 2021 | News
A Mergers and Acquisitions (M&A) frenzy has hit the Wealth Management industry. Currently, a variety of aggregators, private equity firms, and other RIA firms are acquiring RIAs at a record pace. Is your firm positioned to take advantage of this trend? Find out...
by Matt Hayon | Apr 1, 2021 | News
Recently, Compass’ Damian Lo Basso sat down with the Wealth Advisor Growth Network for a Deep Dive into the role of the CFO at RIA firms. As a result, they have prepared the below exclusive video episode hosted on the RIA Channel: A Deep Dive with Compass CFO...
by Matt Hayon | Jan 1, 2021 | News
The Coronavirus pandemic has impacted everyone. From home lives to work lives, Coronavirus has effectively taken over life as we know it. Well-positioned RIA firms can continue to thrive and emerge stronger than ever from the Coronavirus pandemic. Find out more...
by Matt Hayon | Nov 1, 2020 | News
Ever wonder if you are billing your clients too much or too little? Find out more in Compass CFO Solutions’ latest article on AdvisorHub.com: How Do I Know If I Am Billing Too Much or Too Little? Subscribe to learn more!Want to be the first to hear about...
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