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31

Brent Brodeksi was quoted in the article, "Why Building a Multibillion Dollar Firm is Not for the Faint of Heart," on Financial-Planning.com. The article discussed some of the challenges that principals face when growing their RIA into an enterprise firm.

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15

Brent Brodeksi was featured in the article, "How Savant Got a Twofer in its Latest M&A Deal," on Financial-Planning.com. The article discussed the benefits behind the acquisition of D3 Financial Counselors.

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05

Financial advisor Allison A. Alexander was quoted in "12 Steps to Protect Your Finances When Leaving an Abusive Relationship." The article identifies financial abuse and the financial steps a person can take when leaving an abusive relationship.

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25

As part of a panel for the Pershing RIA Symposium, Brent Brodeski spoke about the trek from starting a firm to growing and running them. ThinkAdvisor.com summarized the panel's best practice recommendations in the article, "3 Rules to Move From Entrepreneur to Professional RIA."

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20

Brent Brodeski wrote the opinion piece, "Looking for capital? 5 key sources for RIAs," for Financial-Planning.com. He offers insight into the key resources that RIAs (Registered Investment Advisors) can use to raise outside capital.

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