$12B Concurrent Makes Minority Investment in Florida-Based Asset Manager Concurrent Investment Advisors, a hybrid registered investment…
Tag: RIA
Building a $2.9B Mission-Driven RIA
This episode serves as a powerful reminder that the best businesses are built not just on…
Former Steward Advisors Launch $850M RIA with Dynasty
A father-son duo has left registered investment advisor Steward Partners to launch their own shop on…
RIA Merit Acquires $860M Commonwealth Team
Merit Financial, one of the country’s most acquisitive registered investment advisors by deal count, has made…
Fidelity Reports Fierce Market in 2025 for RIA Buyers
Fidelity Investments’ M&A watchers have a message for current and potential registered investment advisor acquirers: the…
RIA Merit Acquires $860M Commonwealth Team
Merit Financial, one of the country’s most acquisitive registered investment advisors by deal count, has made…
When should a new RIA hire more staff
This is the 13th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on…
Main Street Launches New RIA In Pa.; Steward Snags Ameriprise Team
Main Street Backs New RIA Of Merrill, LPL Breakaways Main Street Financial Solutions, a Newtown, Pa.-based…
Appeals Court Upholds Injunction Against Dynasty-Backed RIA Team
A federal appeals court upheld an injunction against a team of advisors who left a Virginia-based…
RIA Sellers Urged to Look Beyond Highest Bids
When Shari Greco Reiches and her team finalized the deal to sell the $1.2 billion registered…
Key to RIA Efficiency and Growth
As our industry continues to evolve from a collection of small lifestyle practices into complex, growing…
Russell Leans into Retail, RIA Channels with Leadership Moves
Russell Investments, a Seattle-based investment manager and OCIO, is doubling down on efforts to increase its…
Maridea Adds RIA Led By Former Motley Fool Wealth Founder
Maridea Wealth Management, a Brooklyn-based registered investment advisor founded in 2023 and recently backed by private…
Merit Acquires RIA Working With First Responders
Merit Financial Advisors, an Alpharetta, Ga.-based registered investment advisor with $20 billion in client assets, has…
Unique branding, strategic outsourcing for RIA growth
What do a Colorado farm kid turned succession planning attorney, an Atlanta-based flat-fee planner for “elder…
Sanctuary Partner Launches $400M RIA; Wealth Enhancement Snags $164M Firm
Mergers and acquisitions and advisor recruiting have stayed strong this summer in the registered investment advisor…
RIA Holding Company Aspen Standard Wealth Acquires $1.1B Boston Firm
Aspen Standard Wealth, a new holding company taking majority stakes in registered investment advisors, has acquired another…
How should an RIA create a marketing plan?
This is the 12th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on…
Merchant Invests in Trust Company to Bring Those Services to RIA Network
Merchant Investment Management, a New York-based investment firm that provides growth capital and other support to independent…
Arax Investment Partners Pens 3rd $1B RIA Deal In 2025
Arax Investment Partners, a wealth management platform backed by private equity firm RedBird Capital Partners, has…
Touchstone Investments Revamps RIA Strategy with Key Leadership Hires
Touchstone Investments, a Cincinnati-based fund manager and subsidiary of Western & Southern Financial Group, is boosting…
How EBITDA multiples are misleading RIA sellers in wealth
Marc Schechter says it was right about the time the RIA he ran hit $1 billion…