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


Article: The Economics of Independence

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...

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Article: What Makes RIA Firms Attractive Takeover Targets?

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...

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Video: A Deep Dive with Compass

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...

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