HeyJaredTobias Salinger
- Indexed articles, last 90 days
- 47
- Latest publication
- Oct 1, 2026
- Outlet visibility, for American Banker
- Top 1M sites
- Earliest in this view
- Jul 6, 2026
Latest articles
How RIA sellers can avoid running out of runway (opens the original)
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"Time moves slowly, but passes quickly." That famous line from Alice Walker's novel "The Color Purple" applies to many aspects of life and business — and, thanks to recent deal trends, it now carries particular resonance in wealth management M&A. For the owners of registered investment advisory firms and other advisory practices who are planning to sell their firms, it has been "relatively easy historically to get a good value" in a transaction, said David Grau, the CEO of consulting firm Succes
Regardless of DEI politics, Quad-A's VISION conference grows (opens the original)
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Despite the ongoing political backlash against diversity efforts, the largest industry event focusing on the recruiting and development of Black professionals drew higher attendance and big-name sponsorships in Washington, D.C. For 25 years, the Association of African American Financial Advisors' annual VISION conference has offered significantly underrepresented financial advisors and other industry professionals a rare opportunity for specific networking and professional development. Building
How RIA consolidation and slow organic growth is changing compensation (opens the original)
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A "slow but powerful transformation" of the industry's consolidation is yielding big paychecks for financial advisors but less equity compensation, according to a new study. The 39% profit margins across more than 170 independent advisory firms in 2025 combined with a 10-year low in organic growth rates, at 3.7%, to create a juxtaposition in the industry's compensation trends, consulting firm The Ensemble Practice found in its annual pay study. Those dynamics reflect "an industry that is paying
For RIA custody, Betterment's platform fees will begin at 0.20% (opens the original)
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As it aims to win more business among increasingly multicustodial RIAs, Betterment is rolling out a new "very, very simple" fee schedule, CEO Sarah Levy said. Starting Jan. 1, registered investment advisory firms and other advisory practices with less than $10 million held at the Betterment Advisor Solutions custodian will pay a 0.20% platform fee on assets, Levy told Financial Planning. Firms with more than $10 million at the firm's custodian will pay 0.12%, while those with more than $100 mill
5 ways financial advisors can sharpen their listening skills (opens the original)
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A 45-year veteran financial advisor who calls listening "the most valuable skill in wealth management" is trying to teach it to a new generation of planners. John Gatewood published his book, "The Listening Advisor," at the beginning of last month, and he's aiming to help wealth management firms solve "a training crisis in our industry" from the expected wave of advisor retirements looming over the next decade, he said in an interview. So, after selling his St. Louis-based advisory practice, Gat
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