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Damian Lo Basso, the former founder and CEO of Compass CFO Solutions, has joined Journey Strategic Wealth, the new registered investment advisor/partnership launched earlier this year, as managing partner. Lo Basso joins three other managing partners at the firm, which include former Dynasty Financial Partners executives Michael Brown and Brian Flynn, as well as practice management...
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A lot has been said in recent years about fee compression and new fee models for investment advisors, but not every fee model works for every RIA firm and every client, according to the founders of three RIA firms who spoke Wednesday in an online “Discussion on RIA Fee Practices and Trends.” “I’ve always been...
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