Does Company Culture Matter for Growth?

Company culture can play a significant role in driving growth for businesses of all sizes. A positive and supportive company culture can foster a sense of community and collaboration among employees, which can lead to increased productivity, creativity, and innovation. One way that company culture can help drive growth is by attracting and retaining top […]

Minority Stake Investments in the RIA Industry: Benefits and Considerations

Mergers and acquisitions (M&A) activity in the RIA industry has been on the rise in recent years, and minority stake investments have emerged as a popular option for both buyers and sellers. In a minority stake investment, the buyer acquires a partial ownership stake in the company, rather than a controlling interest. This can be […]

Why Core Values Matter for Your Business

Core values are the fundamental beliefs that drive the actions and behaviors of an individual or organization. They serve as a guiding light, providing direction and purpose, and are essential for businesses to scale and succeed in the long term. Having a clear set of core values can help businesses make better decisions, attract top […]

How PE is Shaping the M&A Landscape for RIAs

In recent years, private equity has played an increasingly influential role in the mergers and acquisitions (M&A) landscape of the registered investment advisor (RIA) space. This trend is being driven by a number of factors, including the growing demand for independent financial advice, the increasing complexity of the regulatory environment, and the need for scale […]

How Can Non-Monetary Benefits for Employees Help Your Business?

In today’s competitive business environment, attracting and retaining top talent is crucial for any organization looking to grow and succeed. One way that businesses are differentiating themselves in the war for talent is by offering non-monetary benefits and focusing on holistic employee well-being. Non-monetary benefits, such as flexible work arrangements, professional development opportunities, and wellness […]