Added on January 2015 in Join an RIA
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Summary: The RIA sector is in growth mode -- but which firms are growing fastest? As part of its annual RIA Leaders coverage, Financial Planning tracks the fastest-growing firms among the nation's most independent, fee-only RIAs. Compiled with the help of Financial Media Group/AdvisorDatabases.com, the list looks at the 50 firms that have shown the greatest AUM increase from 2012 to 2014.
Added on December 2014 in Join an RIA
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Summarry: Ortiz trained at the Culinary Institute of America and was a professional chef for a time. He now heads an advisory firm called The Financial Chef, which he operates out of a restaurant he owns in Coral Gables, Fla. He meets clients there over meals he cooks himself; a typical day includes breakfast, a late breakfast, two lunches, a late afternoon sushi snack and a dinner.
Added on December 2014 in Join an RIA
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Summary: Treavor Dodsworth, 23, hasn't been shy about taking on as many new responsibilities as he can at NorthWest Financial Services Inc. In less than three months, Mr. Dodsworth has tackled a variety of new tasks at the Indianapolis-based firm, whose services include charitable-giving advice and estate planning.
Added on December 2014 in Join an RIA
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Summary: The last six months have been full of transition. The first wave of change was graduating from William Paterson University in New Jersey and accepting a job as an associate financial adviser with FJY Financial in Virginia. My emotions were mixed; I was thrilled to be offered an amazing job at a prestigious firm, but I was nervous about leaving my family and friends to move to a new, unknown city.
Added on December 2014 in Join an RIA
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Summary: If the movement of wealth-management assets to the RIA channel is akin to a gold rush, New York-based Dynasty Financial Partners wants to be its Levi Strauss — a company that got rich selling supplies to miners instead of staking its own claims.
