Debbie Taylor chose an outright sale to the Bain Capital-backed mega RIA Carson Group rather than saddling her daughter with a multi-million-dollar loan to take over Taylor Financial.
CEO Ritik Malhotra is leveraging Savvy Wealth's Fidelity partnership in offers to Commonwealth advisors, alongside "Acquisition Relief Boxes" filled with cookies, brownies, and aspirin.
As Robinhood bets on prediction markets, advisors are skeptical of the app's push into the RIA custody and wealth management services.
Ameriprise is offering up to 125% of trailing revenue to reel in top-producing Commonwealth advisors from LPL as a recruiting battle continues to rock the independent advisor industry.
With growth topping succession as the leading M&A driver, referral programs are a top-of-mind consideration for firms as Goldman Sachs, Pershing and Robinhood consider entering the referral market.
Advisor feels widespread sense of “betrayal” amongst the 2,900 Commonwealth advisors set to move to LPL.
Despite recession fears and market swings triggered by President Trump’s aggressive trade policies, some investment advisors are bullish on the potential impact of more favorable global trade terms for the U.S.
Executives from Alaris Acquisitions and Dynasty Financial Partners forecast deal structure adjustments to keep 2025 as another record-year of M&A activity amongst RIAs.
The $2.7 billion acquisition raises eyebrows over its financial structure—and whether advisors will stick around long enough to justify it.
From conservative investing to tax-savvy client strategies, advisors under 40 take lessons from the 2008 crisis while navigating today's volatility.
