&Partners Is Turning Advisor Ownership Into A Recruiting Weapon
&Partners added Gerardi Wealth Management from Wells Fargo, showing how advisor-owned platforms are competing for large wealth teams.
&Partners Hit 100 Practices. The Bigger Story Is Its Ownership Bet
&Partners reached 100 advisor practices with Mannen Financial Group, showing how ownership, equity and culture are shaping advisor recruiting.
RIA Growth Is Splitting Into Three Different Battles
&Partners added Wells Fargo and Edward Jones practices, while Sanctuary and AmeriFlex expanded through independence and succession moves.