Vanguard's new offering lets advisors modify off-the-shelf models as custom-portfolio assets approach $1 trillion industrywide.
“It's harder for someone close to retirement to justify leaving, because all the [wirehouse] firms have retirement deals,” said Louis Diamond, CEO of Diamond Consultants.
While there's yet to be any AI premium or discount for selling firms in RIA deals, M&A veteran Rush Benton says it's already factoring into how advisors choose their next home.
Median RIA assets rose 14.5% while client rosters grew barely 2%, according to a new analysis of SEC filing data.
Schwab data shows hiring remains top priority for RIAs, while employee value propositions and AI are reshaping recruiting.
Larry Sprung's Mitlin Financial grew from $50 million to $250 million in assets under management since 2020 — here's how a shift to independence and a partnership with Carson Group fueled the climb.
Towson Wealth Management joins Merit Financial after advisors received equity stakes as part of their transition package
With Q1 2026 setting an all-time record of 142 deals and $1.67 trillion in transacted AUM, four RIA leaders explain why inbound interest hasn't changed their strategy — and what smaller firms should watch for
As wirehouses and broker-dealers keep losing advisors and assets to RIA channels, industry leaders say the decade-long migration is still only in its early innings
Three firms using Section 351 exchanges, deregulation themes, and active allocation explain why the ETF wrapper has become the structure of choice — and why distribution remains the hardest problem.
A new DeVoe report reveals a gap between what consolidators target and what they actually acquire
Three months into the job, the former COO of JPMorgan says AI and disciplined talent-building — not size alone — will decide which firms can serve the coming wave of ultra-wealthy families
New York advisory practice Foothills Legacy Wealth Management joins hybrid RIA &Partners, extending a recruiting run built on Wells Fargo departures.
Potomac Financial Group's move from Raymond James marks Concurrent's first foothold in Maryland as IBD breakaways accelerate.
Edward Karan says Aspire Wealth can deliver family office services at a fraction of typical client minimums at private banks.
The Minneapolis-based hybrid RIA opens its first office outside the Midwest as advisor Jennifer McDonald departs Morgan Stanley.
"I wanted to operate in a structure where fiduciary duty applies to every client interaction," said Brett Cohen, managing partner at Evolve Private Wealth.
On America's 250th birthday, four advisors who left wirehouses and major banks reflect on conviction, technology freedom, and clients who celebrated their leap.
Three advisors who left wirehouses and broker-dealers say the hardest part wasn't the client conversation — it was everything they didn't expect
CEO Ryan Parker says the program supports EP in the industry's "war for talent."
