Stay up to date with RIA Industry- specific News, Events, and Research

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...

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

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...

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...

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...

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?

Successful RIA firms know to track these top 5 KPIs (Key Performance Indicator)  to maximize the growth of their business. So, are you maximizing your potential?  Find out more in Compass CFO Solutions'  latest article on AdvisorHub.com: The Top 5 Key...

The most successful RIA firms have well-developed advisor career paths. Do you? Compass Co-Founder and CEO Matt Hayon shares his thoughts in his latest piece for AdvisorHub.com: How to Think about Compensation with Succession in Mind

Compass CFO Solutions, LLC Founder and CEO, Damian Lo Basso, recently sat down with Forbes to share overlooked financial metrics that will help you better understand your business. Forbes: 12 Often-Overlooked KPIs New Businesses Should Be Tracking

Compass CFO Solutions is proud to announce that its Client Base of RIA firms recently surpassed $20 Billion in AUM