Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?
Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?
Trilogy Financial Services, a Huntington Beach, California-based hybrid managing $3 billion, has acquired E. F. Heagan & Associates of San Juan Capistrano, California, and Mandichak Investment Retirement & Estate Planning, of Laguna Niguel, California.
Terms of the acquisitions were not disclosed.
The two firms add $160 million in assets under management to Trilogy’s total and brings more than 500 new clients. Read More.
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We need them to abandon the machine work that has become such a distraction. Oftentimes, smart advisors use less than superior tools to do their darndest to serve their clients and in the meantime have lost human connection. It is time to alter our expectations of financial advisors. We primarily need to expect them to act in human, not machine ways, and in doing so more than earn their fee. What are the human things great advisors do?
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