Day

October 27, 2022
Transitions, Transactions & Promotions: SageView, Journey Strategic Wealth Acquire Women-Led Practices
A Huge New Hybrid RIA Emerges, Women-Led Firms Conduct Strategic M&A And Three Big Firms Make Executive Promotions From Within. Journey Strategic Wealth Brings On Three Advisory Teams With $210 Million In Assets. Woman-led Journey Strategic Wealth (JSW) is adding three teams with six advisors, representing a combined $210 million in new AUM for the...
Read More
Serving Clients: Penny Phillips
While financial advisors face serious business challenges, these tough issues also serve as opportunities for them to reshape their firms and the industry, according to several RIA leaders who spoke Monday during a panel discussion at the Future Proof conference in Huntington Beach, California.
Read More
Practice Management
Active listening is a powerful tool advisors can use to gain insight into how to communicate with clients and effectively coach them toward intentional action.
Read More
Practice Management with Penny Phillips
Best practices and steps to take prior to resigning that will ensure you hit the ground running once you are registered with your new firm.
Read More
Onboarding these diverse advisory teams enables Journey to reach a 50/50 split of men and women at the firm less than two years into its founding. JSW, a nationwide advisory firm with a mission to redefine what it means to be “independent” in the financial advice industry, today announced the addition of three new advisory...
Read More
Journey Strategic Wealth, the registered investment advisor partnership launched last year, has recruited three advisory teams, adding $210 million in assets to its platform. JSW, founded in January 2021 by financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn, along with practice management coach Penny Phillips, has brought in five advisors...
Read More
Journey Strategic Wealth, the registered investment advisor partnership launched last year, has recruited three advisory teams, adding $210 million in assets to its platform. JSW, founded in January 2021 by financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn, along with practice management coach Penny Phillips, has brought in five advisors...
Read More
Damian Lo Basso, managing partner and CFO at $2.6bn RIA Journey Strategic Wealth, examines the changing climate for employee compensation.
Read More