Our 30th and 31st acquisitions! A big welcome from everyone here at Allworth Financial to $376M in AUM Silicon Valley Wealth Advisors (San Jose and Half Moon Bay) and $291M in AUM Hall Private Wealth Advisors (San Diego): bit.ly/3RHy0lH #RIA #topRIA

.@scotthansonCEO’s latest explains how lower interest rates and rising valuations from the bull market will fuel increased advisory firm M&A: bit.ly/3tjzmKm #financialadvisors #successionplanning #financialplanning

Allworth Co-founder @scotthansonCEO's Jan 3rd practice management column offers tips to bounce back from burnout: bit.ly/3tMtqJY #financialplanning #acquisitions #mergers #AUM

.@scotthansonCEO's Jan 17 InvestmentNews practice management column explains to aging advisors there are better options than “retiring in place,” and that client care remains responsibility #1: bit.ly/3RZOq89 #financialadvisors #successionplanning

Our 32nd and 33rd acquisitions! A big welcome from everyone here at @allworthretire to $341M in AUM Tridea Advisors (Roseville, CA) and $280M in AUM Capital Point Financial Group Ltd. (Illinois and Florida): bit.ly/3SwmUQ3 #successionplanning #financialadvisor #RIA

.@scotthansonCEO's Jan 31 InvestmentNews practice management column reminds advisors that one of the hallmarks of a healthy practice is a steady stream of new clients: bit.ly/3UoJdcN #financialadvisors #successionplanning #financialplanning #acquisitions

Our 34th! Allworth Financial is excited to announce we’ve added another new equity partner in $350M Brennan Asset Management Group of Redding, California. Welcome to Allworth! bit.ly/3OIXDkv #M&A #assets

.@scotthansonCEO's Feb 15 InvestmentNews practice management column explains to advisors that they shouldn’t sell the value of the services they provide, short: bit.ly/4bDp6Oi #financialadvisors #successionplanning Allworth Financial

Interns. Recruitment. Training. @scotthansonCEO's Feb 28th InvestmentNews practice management column implores RIAs to take the initiative to hire and train interns and recent college grads: bit.ly/3uHWyTh #financialplanning #acquisitions #mergers

My Allworth co-founder @scotthansonCEO's March 12th InvestmentNews practice management column is a reminder for advisors to follow the advice they give to clients and be prepared for the unexpected: bit.ly/48Yrj4e #successionplanning #financialplanning

.@scotthansonCEO’s latest for InvestmentNews reminds advisors that if they want to add assets, a niche focus is still a terrific way: bit.ly/49qCVgE #financialplanning #acquisitions #mergers #AUM Allworth Financial

My Allworth Financial co-founder’s April 26th InvestmentNews practice management column talks about how you improve your relationship with clients: bit.ly/3xVgmng #financialplanning #acquisitions #mergers @scotthansonCEO

.@scotthansonCEO’s May 8th InvestmentNews practice management column states that, when it comes to live events and workshops, attendance has rebounded to pre-pandemic levels: bit.ly/4b7ZcS7 #financialplanning #acquisitions #mergers

Our 36th partnership since 2018 is official! Excited to welcome Bay Area-based Del Monte Group to Allworth Financial: bit.ly/4b2Y4hK #RIA #successionplanning #advisors #bayarea

San Francisco, get ready! My co-founder @scotthansonCEO will be in town for devoe’s M&A+ Succession Summit in Sept – join him for his fireside chat where he’ll share secrets for succession success bit.ly/3MA6N1j #devoe #successionplanning #advisors #DeVoeMAsummit24

Our 37th partnership since 2018 is official! Excited to welcome New Jersey-based George McKelvey Company to Allworth Financial: bit.ly/4ew6Rv6 #RIA #successionplanning #advisors

Our commitment to offering in-house tax services continues! Excited to welcome Pacific Northwest-based City Fiduciary Group to Allworth Financial bit.ly/3CsEy2M #RIA #successionplanning #advisors

We’re growing our Bay Area footprint! Thrilled to welcome tax-focused firm CCA, LLP to the Allworth Financial team and excited for all the tax planning experience they bring to the table for our clients: bit.ly/4hSPQ0i #RIA #successionplanning #advisors #bayarea #taxes

Thrilled to announce another 2024 partnership is official! Welcome to the @AllwortRetire team, Ryan Wealth Management – we look forward to having you on board: bit.ly/3VlKIIt #RIA #successionplanning #advisors #yubacity #spokane

Just want to give a big welcome to WealthPoint Advisors, the latest firm to join us at Allworth Financial – thrilled to have you! bit.ly/3OQixOa #RIA #successionplanning #advisors #indianapolis #indiana