A new student survey from FP Transitions and the FinServ Foundation reveals eager, career-ready talent are waiting at the door — but firms risk losing them before they begin.
Wirehouse vets target founders navigating liquidity events with a new fiduciary firm in San Francisco.
Dynasty advisors gain access to white-label fund solutions and relationship pricing as two firms cement long-term build-out.
Meanwhile, Carlyle-backed MAI Capital announces another expansion in Connecticut, while AlphaCore adds a seven-person group overseeing nearly a billion dollars in Colorado.
The AI prospecting startup expands beyond individual advisors, targeting centralized marketing groups at firms with large home offices.
New data from FINTRX show breakaway teams and M&A powering the next generation of mega-firms, with Wisconsin emerging as a dark horse on the state-level leaderboard.
A new report reveals 16,544 SEC-registered advisors managed $176.8 trillion for 73.7 million clients last year.
Dynasty Financial Partners CEO Shirl Penney says private equity-backed RIA roll-ups are beginning to resemble the wirehouses advisors originally left — and could spark a new cycle of breakaways as alignment and independence erode.
Shaun Hauser says entrepreneurial advisors are moving for belonging – not compensation – and there's data to back him up.
After two decades inside Wells Fargo, the Jacksonville-based RIA explains the case for going it alone — and what they're building next.
AE Wealth’s new president reflects on her 25 years in wealth management and how the industry’s cycle from independence to RIA to W-2 is redefining advisor affiliation models.
The Oasis Group white paper argues $100 million-$1 billion AUM firms spend too much time on investment operations, and the economics of TAMP outsourcing are better than they look.
"Advisors don't want to sacrifice flexibility and ownership in order to access that institutional quality resources and support," Concurrent's Joe Mooney says as his Merchant-backed RIA crosses $20 billion AUM.
A decade after launch, co-founder Alan Moore reflects on the model's rise, how firms have relaxed their Boomer millionaire bias, and what last year's AdvisorBOB acquisition means for the platform.
Survey finds policy hurdles and education gaps are shaping how advisors approach crypto allocations.
“We wanted to do shareholder activism,” says Chicory Wealth founder and CEO Max Kulyk.
A nearly 90-point basis point increase from Fidelity led one RIA to move all of their long-short SMA client accounts to Schwab.
Among other benefits, CEO Daryl Seaton says the Merchant partnership gives the $6.5 billion RIA capital for its advisor partnership program and compete for M&A targets.
The Mather Group will pay Robinhood 25% of revenue from clients referred through Robinhood Advisor Network and custody those assets at TradePMR to reach young investors "who weren’t sitting in anyone’s pipeline."
The challenger RIA custodian's CEO sees more and more G2 advisors leaving aggregator-acquired firms to chase independence — and taking their organic growth with them.
