Insights

Event

The Retirement Advisor University Master Class: November 2018

Nov 12 - 13, 2018

Dick Darian

Wise Rhino Group Partner Dick Darian lead a succession planning workshop for the elite retirement plan advisors who attended the event.

Article

PLANADVISER Magazine

Multifaceted Considerations: The complexities in building adviser teams

Nov 08, 2018

Wise Rhino Group CEO Dick Darian is quoted extensively in an article discussing the different paths successful retirement plan advisors have taken to grow their businesses, build their teams, and when and how to think about joining an aggregator.

Event

Excel 401(k): The Advisors’ Conference

Oct 28 - 30, 2018

Adam Sokolic

Valuation of Your Practice – What's Your Practice Worth? Whether you are considering selling your practice, buying a practice, partially cash out, or buy 5 plans from another advisor, the question must be answered: what is it worth? Nuveen invites you to join Adam Sokolic and a panel of top advisors to discuss what steps advisors can take to make their own practice more efficient and in turn more valuable if they go to sell it.

Event

The Retirement Advisor University Master Class

Oct 24 - 25, 2018

Dick Darian

Wise Rhino Group Partner Dick Darian lead a succession planning workshop for the elite retirement plan advisors who attended the event.

Event

Envestnet Retirement Symposium 2018

Oct 02 - 03, 2018

Dick Darian

Focus on Enterprise Value:  Dick Darian will lead an overview of the current state of the M&A market for retirement plan consultants and why it’s important for firms to focus on driving enterprise value well ahead of any potential transaction.

Event

2018 Planadvisor National Conference

Sep 24 - 26, 2018

Dick Darian

The State of Adviser M&A: What’s the right business model and home for your practice? The retirement plan advisory industry is undergoing consolidation. With industry statistics showing that 25% of advisers have changed firms in the last four years, there are clearly many advisers in pursuit of the right business model. Hear from deal-makers from across the industry that will address differences between ownership of firms, decision-making structures, personnel structures & support, core competencies, product and service focus, and how all of this is evolving.

Article

Investment News

Captrust, prominent 401(k) advice firm, ramps up its wealth management business

Sep 17, 2018

Dick Darian

Dick Darian, Wise Rhino Group Partner & CEO, was quoted extensively in an article focused on Captrust and their shift of focus to retail, rather then institutional clients for their next phase of growth.

Article

NAPA Net

The Tidal Wave is Heading Your Way… Are You Ready to Ride it?

Aug 23, 2018

Adam Sokolic

Adam Sokolic, COO & Partner of Wise Rhino Group, wrote an article for NAPA Net discussing the acceleration of aggregation that retirement plan focused advisors are now facing.

Event

Empower You Summit

Aug 20 - 22, 2018

Dick Darian

Wise Rhino Group CEO & Partner Dick Darian lead multiple sessions where he spoke to industry leading retirement plan consultants on industry trends impacting their businesses today.

Event

M&T Bank’s DCIO Roundtable

Aug 14 - 15, 2018

Dick Darian

Dick Darian, Wise Rhino Group CEO, designed, delivered and facilitated a workshop sponsored by M&T bank with seven DCIO heads focused on industry trends and distribution strategy.

Event

Resources Evolve Conference

Aug 05 - 07, 2018

Dick Darian

Wise Rhino Group CEO Dick Darian was a key note speaker at the conference and spoke to the attendees about a variety of topics: State of the Financial Services Industry

  • State of the Financial Services Industry
  • Retirement Intermediaries Evolving Landscape
  • Retirement Consulting Firm Challenges and Opportunities
  • From Practice to Business
  • Insights to Consider

Article

Investment News

Asset managers shift 401(k) distribution toward RIA aggregator firms

May 08, 2018

Dick Darian

Dick Darian, Wise Rhino Group Partner & CEO, was quoted extensively in an article focused on Captrust and their shift of focus to retail, rather then institutional clients for their next phase of growth.

Article

401kWire.com

Three NRP Alumni Team Up and Charge at Elite KPA M&A

Apr 04, 2018

401kWire

On March 19 Dick Darian, Bob Francis, and Adam Sokolic launched the Wise Rhino Group with a mission to help KPAs grow through partnerships, mergers, acquisitions or sales, affiliations, and the like. The idea, explains Darian, is to help KPAs "design and refine their strategy and build an execution plan" to answer the question, "How do we get bigger so we can do a better job impacting our business?".

Event

DCIO Leadership Summit

Jan 29 - 30, 2019

Dick Darian

Our CEO Dick Darian will be joined by Fred Barstein, Founder & CEO of The Retirement Advisor University, in Boston Massachusetts to share his thoughts on the following topics:

  • Analyzing what is driving the growth of Aggregators and Specialty Groups
  • Identifying which Aggregators and Specialty Groups to target
  • Best practices in creating different sales and servicing models for them