How a Dot-Com-Era Investment Bank Was Reborn as a Wealth Manager
July 21, 2023 – Chief Executive Officer, Raj Bhattacharyya was profiled in a Q&A with Barron’s to discuss ‘How a Dot-Com-Era Investment Bank Was Reborn as a Wealth Manager.’ “We will continue to grow, but we don’t believe in growth for growth’s sake. Every one of the acquisitions we’ve made has been one that fit […]
RIAs Must Achieve Organic Growth Before M&A Deals
June 22, 2023 – Chief Executive Officer, Raj Bhattacharyya was featured in Financial Advisor Magazine to discuss ‘RIAs Must Achieve Organic Growth Before M&A Deals.’ “If you can nail down exactly why you’re doing a deal and where you want to take the business, you can structure the deal to help you get there,” said […]
Raj Bhattacharyya talks to Financial Planning about M&A
May 8, 2023 – Chief Executive Officer, Raj Bhattacharyya was featured in Financial Planning offering thoughts on the M&A landscape at a recent roundtable. “There’s a tremendous benefit to clients of getting more resources. There’s a tremendous benefit to advisors being part of a larger whole without really necessarily giving up autonomy and things that […]