National Business Research Institute

Allworth Acquires California’s RedRock Financial Services

Retrieved on: 
Tuesday, January 10, 2023
Partnership, Redrock Broadcasting, RIA, Business, AUA, Insurance Services of America, National Business Research Institute, Management, Allworth

Folsom, California, Jan. 10, 2023 (GLOBE NEWSWIRE) -- With the completion of its 25th partnership, Allworth Financial, the 9th fastest growing RIA in America [1] , has announced the purchase of $283M RedRock Financial & Insurance Services of Chico, California.

Key Points: 
  • Folsom, California, Jan. 10, 2023 (GLOBE NEWSWIRE) -- With the completion of its 25th partnership, Allworth Financial, the 9th fastest growing RIA in America [1] , has announced the purchase of $283M RedRock Financial & Insurance Services of Chico, California.
  • Financial terms of the agreement were not disclosed.
  • “We’ve spent years getting to know Allworth’s founders, Scott Hanson and Pat McClain, and their incredible team, so we’ve become extremely confident that their stated mission of looking out for the interests of new partners, including the career paths of their employees, is exactly what we were looking for,” said RedRock Co-founder, Kathleen Carpenter.
  • “My business partners, Diane Knight and Benjamin Knight, along with our entire team, are excited about the additional services and support that joining forces with Allworth will offer our clients.”
    “What most impressed us was how passionately RedRock advocates for the well-being of the clients they serve,” said Allworth Co-CEO, Scott Hanson.

Insights on the Wi-Fi Chipset Global Market to 2027 - Featuring Qualcomm, Broadcom, Mediatek and Intel Among Others - ResearchAndMarkets.com

Retrieved on: 
Monday, December 19, 2022
Technology, Networks, Internet, Hardware, Tata Communications, Internet, Wi-Fi, Telecommunication, Internet of things, IOT, MDU Wi-Fi, International Telecommunication Union, Statistics Canada, Information, Information and communications technology, AT, Wide area network, Transport, Government, Growth, Hotspot (Wi-Fi), National Business Research Institute, Cisco Systems, First Responder Network Authority, R, Felipe Gozon, Communication, Wi-Fi Alliance, Government of Canada, IEEE 802.11ax-2021, AT&T, Information and communications technology in Kosovo, City, Intelligence, Public sector, Research, CAD, ICT, Mobile phone, Consumer electronics, Renewable energy, Broadcom Inc., RV

In Jan 2022, The WiFi Alliance released WiFi 6 Release 2, an update to WiFi 6 that affects all WiFi 6-enabled bands.

Key Points: 
  • In Jan 2022, The WiFi Alliance released WiFi 6 Release 2, an update to WiFi 6 that affects all WiFi 6-enabled bands.
  • "Enterprise, industrial, and Internet of Things (IoT) applications" will benefit from the increased power capability.
  • For instance, AT&T and Cisco recently extended their collaboration to manage Internet of Things (IoT) devices for enterprises.
  • The increase in the adoption of 5g will drive the Wi-Fi chipset market in the region.

National Business Research Institute Recognizes Dimmick Group Peterbilt

Retrieved on: 
Thursday, December 1, 2022
Organization, Culture, Best, Market research, Russell, National Business Research Institute, Big data, Machine learning, Artificial intelligence, NBRI, Thought, Job satisfaction, Behavior, Customer experience, Customer, Benchmarking, Root cause analysis, Peterbilt, Service Excellence Awards, Customer satisfaction, Management, Marketing

PLANO, Texas, Dec. 1, 2022 /PRNewswire-PRWeb/ -- The National Business Research Institute (NBRI) is pleased to welcome Dimmick Group Peterbilt the NBRI Circle of Excellence!

Key Points: 
  • PLANO, Texas, Dec. 1, 2022 /PRNewswire-PRWeb/ -- The National Business Research Institute (NBRI) is pleased to welcome Dimmick Group Peterbilt the NBRI Circle of Excellence!
  • Dimmick Group Peterbilt is compared to or benchmarked against its industry which is a subset of NBRI's Big Data of 10.5 billion survey answers.
  • NBRI commends the leadership of Dimmick Group Peterbilt for their commitment to scientific, psychological research of its Customers and continuous improvement of its Customer experience.
  • Dimmick Group Peterbilt embraces the Best Practice of continually assessing and targeting the variables that drive Customer Satisfaction, including job satisfaction, management style, culture, and fairness.

ALLWORTH FINANCIAL ACQUIRES CALIFORNIA AND TEXAS-BASED TEAMS FROM JOURNEY ADVISORY GROUP

Retrieved on: 
Tuesday, November 1, 2022
JAG, Goal, Retirement, Allworth, Acquisition, Partnership, AUA, National Business Research Institute, GLOBE, Registered investment adviser, Business, RIA, Solution, AUM, Insurance, Financial adviser

FOLSOM, CALIFORNIA, Nov. 01, 2022 (GLOBE NEWSWIRE) -- Allworth Financial, the ninth fastest growing Registered Investment Adviser (RIA) in America, announced today that it has acquired the advisory teams and client relationships from Northern Kentucky-based Journey Advisory Groups Gold River, California, and Temple, Texas, offices.

Key Points: 
  • FOLSOM, CALIFORNIA, Nov. 01, 2022 (GLOBE NEWSWIRE) -- Allworth Financial, the ninth fastest growing Registered Investment Adviser (RIA) in America, announced today that it has acquired the advisory teams and client relationships from Northern Kentucky-based Journey Advisory Groups Gold River, California, and Temple, Texas, offices.
  • This is a unique and exciting partnership for both Journey Advisory Group and for us, said Allworth Financial Co-CEO Scott Hanson.
  • My fellow CEO Pat McClain and I, along with everyone at Allworth Financial, welcome the new advisory teams from Journey and look forward to accomplishing great things together.
  • About Journey Advisory Group: Journey Advisory Group (JAG) is a Registered Investment Adviser (RIA), headquartered in Covington, Kentucky, with a presence in Ohio, Kentucky, Texas, and California.

New Intermedia Survey Reveals that SMBs that Offer Employees More Flexible Workstyle Options Realize Higher Customer Retention Rates

Retrieved on: 
Thursday, October 27, 2022
Cloud, Fellow, J.D. Power, Senior, Job satisfaction, Solution, COVID-19, SMB, Super Mario, Human, Research, Human resources, Intermedia, National Business Research Institute, CORE, NEC, Ownership, Management, Risk management, Online shopping

SUNNYVALE, Calif., Oct. 27, 2022 /PRNewswire/ -- Intermedia Cloud Communications, a leading provider of cloud communications and collaboration solutions to businesses and the partners that serve them, today released revealing new insights on how remote and hybrid work are impacting business operations, employee satisfaction, and customer retention for SMBs.

Key Points: 
  • The survey of more than 300 SMB owners and senior leaders, conducted for Intermedia by Sapio Research, reveals that while many companies are moving into hybrid work models, SMBs that offer employees greater workstyle flexibility are seeing significant benefits that can positively impact the bottom line including higher customer retention rates.
  • "Many studies have shown a direct link between employee satisfaction and customer retention," said Elka Popova, Vice President and Senior Fellow, Frost & Sullivan.
  • Customer retention has risen since SMBs started offering fully remote/hybrid work environments, with nearly two-thirds of respondents (64%) reporting their customer retention has increased since re-configuring their work environment.
  • "Their impact on employee and business owner satisfaction isn't wholly unexpected, but the influence on customer retention is compelling.

National Business Research Institute recognizes Saltchuk Marine

Retrieved on: 
Wednesday, October 19, 2022
National Business Research Institute, International Design Excellence Awards, Employee experience design, Culture, Thought, Transport, Foss Maritime, Machine learning, Organization, Job satisfaction, Root cause analysis, Starlight, Artificial intelligence, Technology, Market research, Young Brothers Hawaii, Industry, Best, Behavior, CEO, Safety, Operational excellence, Environment, Big data, Solution, Benchmarking, NBRI, Leadership, Management, Pacific Ocean

PLANO, Texas, Oct. 19, 2022 /PRNewswire-PRWeb/ -- The National Business Research Institute (NBRI) is pleased to welcome Saltchuk Marine to the NBRI Circle of Excellence! This is the first year that Saltchuk Marine has won the prestigious award!

Key Points: 
  • PLANO, Texas, Oct. 19, 2022 /PRNewswire-PRWeb/ -- The National Business Research Institute (NBRI) is pleased to welcome Saltchuk Marine to the NBRI Circle of Excellence!
  • The NBRI Circle of Excellence Award recognizes organizations that demonstrate high levels of Employee Experience through rigorous, scientific, psychological research of their employees.
  • Saltchuk Marine is compared to or benchmarked against its industry which is a subset of NBRI's Big Data of 10.5 billion survey answers.
  • NBRI commends the leadership of Saltchuk Marine for their commitment to scientific, psychological research of its employees and continuous improvement of its employee experience.

Allworth Expands Midwest Presence with Acquisition of Second Opinion Partners

Retrieved on: 
Wednesday, August 24, 2022
RIA, Solution, Second opinion, Goal, Allworth, Retirement, GLOBE, Business, AUA, Â, Acquisition, National Business Research Institute, Financial adviser

Folsom, California, Aug. 24, 2022 (GLOBE NEWSWIRE) -- Allworth Financial, the 9th fastest growing RIA in America [1] , just announced it has also today acquired $440M Second Opinion Partners of Riverwoods, Illinois.

Key Points: 
  • Folsom, California, Aug. 24, 2022 (GLOBE NEWSWIRE) -- Allworth Financial, the 9th fastest growing RIA in America [1] , just announced it has also today acquired $440M Second Opinion Partners of Riverwoods, Illinois.
  • Financial terms of the acquisition, Allworths 23rd in four years, and second of the day (Muchler Financial Services, New York, $200M), were not disclosed.
  • Were always trying to improve our client experience and add additional resources, which is something Allworth has mastered, said Second Opinion partner, Josh Kadish.
  • Not only is the Chicago-area a terrific market, but also, Second Opinion Partners has been built from the ground up by people who care about the needs of the client, said Allworth Financial Co-CEO Scott Hanson.

Allworth Acquires New York’s Muchler Financial Services

Retrieved on: 
Wednesday, August 24, 2022
Partnership, RIA, Solution, Goal, Allworth, Retirement, GLOBE, Business, AUA, National Business Research Institute, M&A, Â, Financial services, Financial adviser

Folsom, California, Aug. 24, 2022 (GLOBE NEWSWIRE) -- With the completion of its 22nd partnership in four years, Allworth Financial, the 9th fastest growing RIA in America1, has acquired $200M Muchler Financial Services of Dansville (Rochester), New York.

Key Points: 
  • Folsom, California, Aug. 24, 2022 (GLOBE NEWSWIRE) -- With the completion of its 22nd partnership in four years, Allworth Financial, the 9th fastest growing RIA in America1, has acquired $200M Muchler Financial Services of Dansville (Rochester), New York.
  • Charlotte, North Carolina-based consulting firm Alaris Acquisitions served as the M&A adviser for Muchler Financial Services during the transaction.
  • Allworth Financial , with $15 billion in AUA, clients in all 50 states, and 26 offices encompassing every region of the country, was founded in 1993 in Sacramento, California.
  • RIAs such as Muchler that are well-run and good cultural fits are difficult to find, said Allworth Co-CEO and Co-founder, Pat McClain.

National Business Research Institute recognizes BrightView for Its Commitment to Customer Engagement

Retrieved on: 
Thursday, July 28, 2022
Thought, Industry, Twitter, Major League Baseball, CEO, BV, NYSE, Big data, Culture, Customer experience, Organization, Root cause analysis, Artificial intelligence, International Design Excellence Awards, Behavior, Benchmarking, Leadership, Machine learning, National Business Research Institute, NBRI, BrightView, LinkedIn, Heart, Market research, Snow, Job satisfaction, Online shopping, Management, Facebook

PLANO, Texas , July 28, 2022 /PRNewswire-PRWeb/ -- The National Business Research Institute (NBRI) is pleased to once again welcome BrightView (NYSE: BV), the nation's leading commercial landscaping company, to the NBRI Circle of Excellence! This is the fourth consecutive year that BrightView's Snow Services team has won the prestigious award. The NBRI Circle of Excellence Award recognizes organizations that demonstrate high levels of Customer Experience through rigorous, scientific, psychological research of their customers. Organizations must score at or above Stretch Performance at the 75th percentile of their industry. BrightView is compared to – or benchmarked against – its industry which is a subset of NBRI's Big Data of 10.5 billion survey answers. BrightView is performing at the 82nd percentile for Snow/Ice services. NBRI commends the leadership of BrightView for their commitment to scientific, psychological research of its customers and continuous improvement of its customer experience.

Key Points: 
  • PLANO, Texas, July 28, 2022 /PRNewswire-PRWeb/ -- The National Business Research Institute (NBRI) is pleased to once again welcome BrightView (NYSE: BV), the nation's leading commercial landscaping company, to the NBRI Circle of Excellence!
  • The NBRI Circle of Excellence Award recognizes organizations that demonstrate high levels of Customer Experience through rigorous, scientific, psychological research of their customers.
  • NBRI commends the leadership of BrightView for their commitment to scientific, psychological research of its customers and continuous improvement of its customer experience.
  • "At BrightView we take pride in delivering best-in-class services and results for our customers," said Jamie Gollotto, President, BrightView Seasonal Maintenance.

Darla Sipolt joins Allworth Financial as EVP of Retail Growth

Retrieved on: 
Wednesday, July 13, 2022
TD Ameritrade, Culture, RIA, Goldman, Goal, GLOBE, National Business Research Institute, EVP, Business, TD, AUA, Retirement, Industry, Solution, Financial adviser, Allworth

Folsom, California, July 13, 2022 (GLOBE NEWSWIRE) -- Darla Sipolt, a former TD Ameritrade, Charles Schwab, and, most recently, Goldman Sachs executive, has been named Allworth Financials first-ever EVP of Retail Growth, the firm announced today.

Key Points: 
  • Folsom, California, July 13, 2022 (GLOBE NEWSWIRE) -- Darla Sipolt, a former TD Ameritrade, Charles Schwab, and, most recently, Goldman Sachs executive, has been named Allworth Financials first-ever EVP of Retail Growth, the firm announced today.
  • Allworth Financial, with $15 billion in AUA, clients in all 50 states, and 24 offices encompassing every region of the country, was founded in 1993 in Sacramento, California.
  • When we created the EVP of Retail Growth position, she was exactly the type of person we hoped to attract to the firm.
  • Allworth delivers long and short-term investment planning solutions and guidance to help clients achieve their goals and plan strategically for retirement.