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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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How mergers and acquisitions can help you grow your firm with Alex Chalekian

We’ve all heard there is no one way to skin a cat. Mergers and acquisitions are a non-traditional, quick, and effective way to grow your RIA. In this episode, Alex Chalekian of Lake Avenue Financial discusses how mergers and acquisitions have helped him scale his firm, along with the easy steps a financial advisor can take to get started right now!

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