Why it took Rudy Adolf seven years to win an elusive $1.5-billion RIA to cap a $14-billion-asset year
The $60-billion-AUA firm has its mojo back as it brings on a woman-run firm with a 49-state presence
Maria Marsala
East marries west. OR is it west marries east? :)
I’ve attended a few of Paul’s workshops. Merriman has an excellent reputation here in the PNW. And it’s great to see a women at the helm although I look forward to the day that “that” doesn’t matter.
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Biz Briefs: Vanguard's tax-loss harvest yields a caveat• Vermont green with envy ... of red states? • CFP Board spends $12 million on bungee metaphor • BlackRock isn't neutral on Credit Suisse • Women are the Goliath of 'David' in UK finance
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Looking past Covid-19 pandemic, Louisiana RIA buys $1-million building after hitting $1 billion in AUM and hiring the town's mayor
Summit Financial Wealth Advisors was sold to Focus Financial in 2014, growing its assets by $400 million since then but keeping staffing about the same
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Diamond Consultants
Recruiter
Top Executive: Mindy Diamond
Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf
DeVoe & Company
Consulting Firm
Top Executive: David DeVoe
