With an increasingly saturated US market, some mega-RIAs are looking abroad for clients and acquisitions, testing if the independent advice model can thrive internationally.
After acquiring Parrot AI earlier this year, Advisor360 is expanding its capabilities to read, summarize, and interpret client data from CRMs and documents.
RIAs share some of their key indicators after survey reveals 45% of advisors see a moderate to high chance of recession.
The newly formed Hightower Signature Wealth 'widens the aperture for who we could acquire,' says CEO Larry Restieri
From Bain-backed Carson Group's stock appreciation rights to KKR-backed Beacon Pointe's employee equity pool, acquirers reveal new incentive mix.
The CEO of Creative Planning, which boasts $640B in AUM, noted that large firms such as his can remain in the private markets, but some may run out of room for growth and IPOs may be the inevitable conclusion.
At DeVoe’s M&A Succession Summit in Chicago, Focus Financial CEO Michael Nathanson said RIAs shouldn’t underestimate wirehouses and banks as potential reemerging competitors in the independent advisor market.
Mercer’s Regis Group, catering to families with $25 million or more, is growing over 20% a year, president Daniel Gourvitch tells InvestmentNews.
Co-founder Pat Collins tells InvestmentNews of his 'strong feeling' that a employee-owned approach will lead to better outcomes.
MLB starter credits Socium Advisors with helping manage his taxes, investments and training costs as the right-hander prepares for a pivotal 2026 season.
