The Formula That Can Unlock Organic Growth

Published on January 23, 2026

The math behind why most are falling short.

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Acquisition Deals Signal Advisor-Centric Consolidation

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Recent acquisition deals highlight asset managers’ race to capture the booming demand for model portfolios and outsourced investment solutions.

Farther Recruits $160M Michigan Team From Dynamic

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Crooked Tree Capital Advisors, a team of advisors in Petoskey, Mich., brings $160 million in client assets to Farther.