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...
Article: Worried About Payroll Fraud? Nine Ways Small Businesses Can Mitigate The Risk (Forbes)
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
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...
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...
Article: How RIAs Can Emerge Stronger From the Coronavirus Pandemic
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...
Article: How Do I know If I Am Billing Too Much Or Too Little?
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?
Article: The Top 5 Key Performance Indicators that RIA Firms Use to Grow Their Businesses
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...
Article: How to Think about Compensation with Succession in Mind
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
12 Often Overlooked KPIs New Businesses Should Be Tracking (Forbes)
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 Client Base Surpasses $20 Billion in AUM
Compass CFO Solutions is proud to announce that its Client Base of RIA firms recently surpassed $20 Billion in AUM
Road Show with Chalice Financial Network
Compass CFO Solutions is excited to announce their attendance on the Chalice Financial Network Industry Road Show!
How Financially Fit is Your Firm? Use Compass’ scorecard!
How Financially Fit is Your Firm? Use Compass' scorecard to score your RIA firm's financial fitness in the areas of Accounting and Books and Records
Charles Schwab White Paper: Books and records- Key definitions and considerations for investment advisors
Compass CFO Solutions, LLC Compass Co-Founder and Advisor Damian Recently co-authored the latest whitepaper for Charles Schwab's Compliance Review series. The whitepaper details which books and records should be kept. Recordkeeping can become a time-consuming task...
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