JULY 08, 2025

Constellation Wealth Takes Minority Stake in $20B Merit Financial

WPCG and investors led by HGGC’s Aspire Holdings are selling the minority stake they took in Merit in 2019.

RIA Edge 100: Financial Symmetry’s Home-Grown Growth

Bill Ramsay, the founder of Financial Symmetry, grew his RIA Edge 100 RIA firm organically with shared employee ownership and an internship program that has led to a young, invested team.

RESOURCE CENTER

The Great Wealth Transfer | Winning the Next Generation

Sponsored by SS&C Black Diamond Wealth Platform

Hear industry experts’ insights on aligning with client values, using digital tools effectively, and creating a lasting impact beyond portfolio performance.

Learn More >

Allworth’s Latest Deal Signals a Shift in M&A Strategy

Allworth’s acquisition of Salzinger Sheaff Brock marks a shift away from high-volume rollups to acquiring larger, more sophisticated firms with higher net worth clients.

The AI-driven, automation-focused platform provider has attracted advisors to its RIA unit at a steady clip as well.

WMIQ RESEARCH REPORT

WMIQ Research: Advisory Firm M&A Momentum Continues Strong into 2025

In partnership with United Planners Financial Services of America

A new study reveals how cultural alignment emerges as key success factor for M&A growth.

Download Now >

Trending Podcasts

RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction

Farther’s Taylor Matthews explores how the firm is seeking to improve the advisor experience and increase the operational efficiency of wealth management firms with home-built technology.

Zephyr's Adjusted for Risk: Navigating Independence in Wealth Management

Zephyr's Ryan Nauman and Sound Income Group's Barry Wheeles discuss the significant trend in the wealth management industry towards independence and the challenges and opportunities it presents.

Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity.

Margaret Jarocki joins EP Wealth as head of partnership integration and has a track record of successful M&A at Captrust.

Commentary

From Clicks to Clients: Not All KPIs Are Created Equal

Deeper engagement metrics, like client conversion rates and profitability, give a clearer picture of firm performance.

Compliance Relics: The Case Against PDFs and Screenshots

As communications become more dynamic and digital interactions more complex, static captures are increasingly out of step with the needs of modern compliance and the expectations of U.S. regulators.

Real succession doesn't happen overnight.

EDGE TV

Grow Your Business by Telling the Right Stories

NeuBeFi's Joshua Wilson discusses the challenge that is on every advisor's mind: growth.

SGH Wealth Management's Sam Huszczo discusses the emerging movement of the next generation of financial advisors, the impact of demographic shifts and the growing youth in the industry.

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