The market for registered investment advisors is so hot that all potential sellers need is $500…
Tag: RIA
Merchant Taps Ex-Ficomm, United Capital Exec to Bolster RIA Collaboration
Merchant Investment Management, a New York-based investment firm that provides growth capital and other support to…
Reimagining the Wealthstack After Nine RIA Acquisitions
I came to Wealthspire Advisors from their Private Ocean Acquisition about three years ago. I was…
Former CBIZ CIO Launches New RIA With an Alts Focus
Financial advisor Anna Rathbun, who stepped down as chief investment officer of CBIZ Investment Advisory Services…
How financial advisors should pick an RIA custodian
This is the eighth installment in a Financial Planning series by Chief Correspondent Tobias Salinger on…
RIA Edge 100: Financial Symmetry’s Home-Grown Growth
When Bill Ramsay started his advisory firm over 23 years ago, it was supported by sales-based…
RIA industry snapshot displays growth of wealth management
Registered investment advisory firms topped previous records in many key business metrics in 2024, with assets…
Focus Partners Wealth Merges in $5.6B California RIA
Bordeaux Wealth Advisors, a $5.6 billion AUM RIA in Menlo Park, Calif., has merged with Focus…
Marc Schechter CEO on Selling the RIA to Arax
Earlier this month, Schechter Investment Advisors, a Birmingham, Mich.-based registered investment advisor with $4 billion in…
$12B Hybrid RIA The AmeriFlex Group Transitions to Cambridge From Osaic
The AmeriFlex Group, a Las Vegas-based hybrid RIA and super office of supervisory jurisdiction of Osaic, has…
RIA Edge Podcast: Brandywine Oak’s Michael Henley
Join host David Armstrong, fresh off the Wealth Management EDGE Conference in Boca Raton, Fla., as…
Should RIA offices be remote or in-person
This is the sixth installment in a Financial Planning series by Chief Correspondent Tobias Salinger on…
Understanding the Client Retention Hurdle in RIA Sales
In my years traveling the country to work on M&A transactions in the wealth management space,…
Financial advisors express doubts about giant RIA rollups
Competitive threats are lurking beneath the surface of the dominant industry headlines about the massive growth…
How should RIA financial advisors pick a fee model
This story is the fifth in a series Financial Planning Chief Correspondent Tobias Salinger is writing…
Osaic Acquires $13.5B Boston-Based RIA CW Advisors
Broker/dealer Osaic has agreed to acquire $13.5 billion fee-only registered investment advisor CW Advisors from its…
Osaic to buy fee-only RIA CW Advisors
Fresh off consolidating eight previously acquired broker-dealers under its brand, Osaic is embarking on its biggest…
Why RIA Buyers Prioritize Firms with Engaged G2 Leadership
If you are a registered investment advisor looking to sell soon, the time to start cultivating…
Elevation Point Stakes Michigan RIA
Elevation Point, an investment firm launched last year that oversees $3.4 billion in client assets, has…
Weighing the chances of RIA arbitration reform
Investor advocates are cheering an attempt to place stricter limits on how RIAs can use arbitration…