'What’s missing in most cases of deals is that firms aren’t integrating the RIAs they are buying,' Mark Tibergien says.
Deal expanding access to tech solution comes as the independent wealth network eyes a new chapter of growth.
The Idaho-headquartered firm tops the $11B AUA mark as it scoops up an independent wealth firm based in Chicago.
Ryan Parker, who formerly headed Edelman Financial Engines, suggests RIAs should band together to create marketing strategies.
The global firm’s first investment advisory office in Miami will initially cater primarily to high-net-worth clients from Latin America.
Advisor who focuses on special needs planning highlights two ‘life changing’ government programs available to those who have a disability.
Ultimately, fiduciary care is going to drive the RIA space, advisor says.
The national wealth firm is widening its footprint in Omaha as it welcomes a veteran advisor duo.
The Atlanta-based RIA is deepening its Pacific Northwest footprint with a financial planning team from LPL.
Finding different ways to interact with Gen Xers and millennials is top of mind in the industry, advisor says.
RIA focuses on high-net-worth clients using a proprietary platform.
Dave Welling, Mercer Advisors’ CEO, says the key to succeeding at RIA M&A is what happens after the deal has been struck.
'There's more net new RIAs being created every year, so consolidation is still a long way from playing out,' Bob Oros says.
The Indianapolis advisory practice, which includes a five-decade industry veteran, is Sanctuary's third big firm in the area.
Expressive Wealth, led by women, takes an approach that includes having a clinical psychologist on staff.
Two partner firms combine to provide enhanced services for clients and team.
The partner-owned national RIA’s merger with a $279M advisor duo marks its first expansion into Boulder.
The RIA is expanding its capabilities in retirement planning by buying with a Rochester, New York-based practice formerly with LPL.
It's highly unusual in the securities industry for a broker-dealer to put up such resistance to a regulator like the SEC.
Mergers on both sides of the border are being driven by private equity firms pumping money into RIAs.
