Private equity needs a public exit for mega-RIAs, ‘or else we have a big problem,’ warns M&A attorney Corey Kupfer.
The staking deal adds another former UBS team to Elevation Point’s roster as serial minority investors hit a record.
First-of-its-kind research finds hybrid RIAs are growing fastest, yet investors working with sometimes-only fiduciary advisors report the lowest loyalty.
Latest DeVoe reports highlights IBDs buying practices and building W-2 RIAs, while an RIA dealmaker say buyers now pay more in equity, not cash.
Self-employed clients can now make after-tax contributions and Roth conversions on the platform as the custodian deepens its RIA retirement push.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor