A host of new rules and regulations impacting high-net-worth individuals take effect this year, not to mention a significant old one that’s expiring at the end of 2025.
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.
Office may have issues, but other property sectors have pricing power and can raise rents greater than inflation.
Mergers on both sides of the border are being driven by private equity firms pumping money into RIAs.
'This is really the sweet spot of when you make your money in bonds, is between the last Fed hike and the first cut,' a fixed-income strategist says.
Last November, the IRS proposed regulations that would fundamentally redefine DAFs.
The bipartisan legislation to encourage electronic delivery is broadly welcomed but advisor expresses reservations.
Financial advisors looking to move cash off the sidelines this spring see opportunities in the municipal bond market.
The recent run in small-cap and microcap stocks has advisors, fund managers and strategists telling their clients that it's time to think small.
