Ann Marsh

The aggregator thinks it’s found a sweet spot sharing revenues with firms it acquires, says CEO Bob Oros.

“I wanted to be able to walk in the door and only be able to answer to one constituency: my clients,” advisor Andy Ferguson says.

During rapid growth, the firm allegedly failed to detect a cascade of red flags.

“Clients have gotten a good scare,” says Dave Welling, CEO of Mercer Advisors.

“We basically had clients demanding that we find a new home,” after Wells Fargo failed to secure PPP loans for them, an advisor says.

“Astute RIA leaders recognize that now is an opportunity for growth,” says one advisor.

The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.

“It’s going to flip everything on its head,” says one XY Planning Network advisor.

Candidates will be allowed “two tissues” while testing at home and are advised to have bed linen handy.

“The face of our industry is typically not me,” says the Vanguard and DFA veteran. “I thought about how many young people that I could inspire. So I raised my hand.”