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Vanderbilt Financial Group Accelerates Growth, Welcoming Chamberlain Group, Irvine, CA-based $1.2 Billion Team

Vanderbilt Financial Group Accelerates Growth, Welcoming Chamberlain Group, Irvine, CA-based $1.2 Billion Team

"Cross-Search is thrilled to have facilitated the strategic partnership between Chamberlain Group and Vanderbilt Financial Group. This transition represents an ideal alignment of resources, collaboration, and vision, and we are honored to have played a role in bringing the two organizations together. We look forward to seeing Chamberlain Group thrive in this new chapter!" - Jodie Papike
Pros And Cons Of Wealth Management Tech Stacks’ Standardization

Pros And Cons Of Wealth Management Tech Stacks’ Standardization

"Some firms develop their own technology stack including a CRM, financial planning tools and integration. Others offer a mandatory tech stack with pre-selected tools, and some have an open-architecture approach, allowing advisors to choose their own financial planning tool, a CRM and an aggregation tool. ..."
Advisors who switch firms are overwhelmingly happy about it

Advisors who switch firms are overwhelmingly happy about it

"Compensation and technology are always big factors. But I wouldn’t say that they’re the main reason why people make a move ..."
6 ways independent wealth management firms are consolidating

6 ways independent wealth management firms are consolidating

"Those types of valuations only better individual advisors' situations because it means the value of their practice is just going higher and higher," Papike said. "
$356B in assets, 8,780 advisors: Top IBD moves and M&A deals of 2024

$356B in assets, 8,780 advisors: Top IBD moves and M&A deals of 2024

"Consolidation always creates movement, and we've seen a ton of that this year. A lot of times when a firm is absorbed or purchased, advisors look at that new ownership and say, 'Is this a good fit for me?'" said Papike
More senior executives leave rebranded SoCal B-D, Realta

More senior executives leave rebranded SoCal B-D, Realta

“For a smaller firm to have an impact and grow, the only way to do that is to recruit,” said Jodie Papike
What advisors should know when their BD gets acquired.
What Advisors Should Know When Their BD Gets Acquired

What Advisors Should Know When Their BD Gets Acquired

“Advisors … are feeling really uncertain about choosing a firm that won’t be sold. They’ve been affected by consolidation time and time again,” said Jodie Papike