News, Vision & Voice for the Advisory Community


A 31 year-old CEO raises $33 million for very RIA venture -- buying too-small RIA accounts, then serving them on a Merrill Edge-type platform in Baltimore

As LearnVest cedes the B2C financial planning niche, Anders Jones gets cash from Warburg Pincus to go after that market with a whole new approach; it includes cozying up to the RIA M&A boys and reinventing how human advisors plan

Author Brooke Southall September 11, 2018 at 10:07 PM
no description available
Anders Jones: "We're partnering with RIAs to buy their small relationships."

Jamie McLaughlin

Jamie McLaughlin

September 12, 2018 — 1:29 PM
Worth watching as the Facet business thesis appears to rest on a potentially attractive client acquisition strategy as "small accounts" (however defined) are endemic to the RIA species and are the bane of most RIAs' ops and business processing objectives.

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo