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.
The blockbuster transaction is expected to turn the New Jersey-based advisory giant into a $160B AUA colossus.
The PE-backed RIA's newly announced West Coast transaction adds roughly $200M in AUM.
The RIA's fifth deal for 2024 gives it a foothold in Minnesota with a 33-person planning and investment superteam.
Bullish Shannon Spotswood, CEO of RFG Advisory, wants to "flip tables and bars" and upend industry norms.
The firm is extending its growth ambitions with a new location in Colorado while welcoming a $750M Schwab advisor.
The second-largest acquisition in the wealth firm's history adds a 12-person Minnesota team.
The employee-owned hybrid firm's latest hire in Fairfax reportedly managed $285M at his previous firm.
The tech-driven alts platform will provide support to advisors seeking customized portfolio access for their high-net-worth clients.
Growing uncertainty and short-term volatility are weighing on RIAs, with nearly half seeing at least some likelihood of recession.
The $5B firm's latest financial infusion from Alphabet subsidiary CapitalG and other investors will fuel its continued expansion efforts.
The women-led group of advisors with more than 60 years of combined experience are rejoining the firm's supported independence platform in Hawaii.
The RIA's fifth acquisition of 2024 pushes it past the $7B AUM mark while establishing a foundational foothold in Chicago, Illinois.
The national wealth firm's latest deal adds $1B in assets while extending its reach to affluent clients in Indiana.
Dynasty Financial Partners CEO Shirl Penney explains why now is a good time to sell a wealth management practice.
Getting down with Josh Brown – CEO and blog superstar talks about new book and the state of the RIA business.
