| | | | | Data from PitchBook shows private equity-backed acquisitions in the wealth space are on track to match 2024’s record, with M&A players seeing no cause for deal slowdown even if the current market tumult continues. Read More > |
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| | | The first quarter saw a record number of M&A deals in the RIA space, according to DeVoe & Co., with firms having “figured out how to do deals in higher interest-rate environments,” one consultant said. Read More > |
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| | | The day after Trump announced a global tariff regime, one advisor fielded calls until his cell phone ran out of juice, another praised the virtue of alternatives and most everyone prepared clients for some volatile days ahead. Read More > |
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| | | "The advisor keeps getting marginalized and resources taken away to give to shareholders. We felt like that was wrong." Read More > |
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| | | Marketing and growth experts at RIA Edge Nashville discussed how advancements in client outreach and tracking have made it more realistic for even small RIAs to move beyond relying solely on referrals for new business. Read More > |
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| | | In their decision, arbitrators wrote that Hightower’s non-compete clause seemed “designed more to punish” former advisor Lars Knudsen, rather than protecting the firm’s “legitimate business interests.” Read More > |
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| | | For RIAs to succeed in the next decade, panelists and attendees of RIA Edge Nashville point to professional businesses that offer recruits a chance to focus on clients. Read More > |
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| | | The team of six advisors in Destin, Fla. will use Goldman Sachs for custody. Read More > |
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| | | The RIA integrator, founded by United Capital advisors about two years ago, has booked its 14th and 15th deals since launch. Read More > |
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| | | The RIA arm of Savvy Wealth has added $500 million with new advisors from Farther and Valeo. Read More > |
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| | | New York-based Holistic Wealth Advisors has launched its own RIA, while California-based Guardtower Financial Services moved to LPL’s corporate RIA. Read More > |
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| | | The CEO of GeoWealth and Goldman Sachs Asset Management executives are championing their approach to get alternative investments and more personalization down market via RIAs. Read More > |
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