The PE-backed RIA's second location in the state bolsters its $14.4B AUM enterprise with a HNW tax and retirement planning practice.
The wealth giant's strategic investment for the $1.1B multi-generational advisory practice marks its fifth acquisition for the year while expanding its Midwest presence.
The top-ranked RIA's new growth leader is taking on the role as part of an expanded mandate.
The firm's is wooing mega-affluent clients in New York, California and other wealth hubs with experienced leaders from top financial firms.
The $28B AUM RIA is extending its reach in Pennsylvania with an advisory team to high-net-worth individuals and business owners.
The $18B RIA's newest location in the Southeast will be headed by a veteran professional coming back from a two-year retirement.
Halbert Hargrove executives shine a spotlight on their strategies, from market resilience and diversification to culture and advisor development.
The addition of a seasoned advisor team with more than 55 years of combined experience marks the firm's strategic expansion into the Maryland and DC markets.
The $8.5B AUM ultra-high-net-worth firm is looking to its next phase of growth fueled by a strategic private equity investment.
The deal for the Idaho-based RIA vaults Modern Wealth past the $6B mark as it makes its freshman foray into the Pacific Northwest.
“With this rapid pace of change, there is always the potential for attrition and elimination of duplicative roles as natural outcomes," said Dimple Shah, executive vice president.
The RIA's latest acquisition adds three office-based locations and boosts it past the $14B AUM mark.
The firm's new C-suite hire with over 25 years of experience will help enhance the $10B Boston RIA's investment platform.
The leading RIA's combination with the Boston-based OCIO giant is projected to represent $1.8T in AUA and $258B in AUM.
The deal for the $3B Wisconsin-based wealth firm will strengthen Lido's profile in the Midwestern ultra-high-net-worth space.
Fidelity's latest industry report shows deal pace slowing to healthier levels, with private equity continuing to play a significant role.
"RIAs want a preferred tech stack," says firm's president of Americas Jennifer Valdez.
“These kinds of lawsuits have a chilling effect on the free market,” one attorney notes.
The momentum in industry consolidation persisted in Q3 as PE firms and other buyers sustained their interest in $1B plus AUM firms.
Be flexible with fee models and don't write off generation's potential.
