InvestmentNews’ first-ever 5-Star RIA Firms 2025 will recognize the industry’s top wealth managers.
This report will identify and rank leading Registered Investment Advisory (RIA) firms based on key performance indicators, including assets under management (AUM), AUM growth, and the number of new clients gained organically over the next 12 months.
All entries will undergo a thorough verification process conducted by each firm’s compliance department to ensure accuracy and integrity.
To qualify for this prestigious recognition, firms will need to manage a minimum of $10 billion in AUM.
The alternatives giant's new unit, led by a 17-year veteran, will tap into four areas worth an estimated $60 trillion.
The latest annual survey from EBRI and Greenwald Research sheds light on anxieties around living costs, volatility, and the future of federal income support in retirement.
It's a showdown for the ages as wealth managers assess its impact on client portfolios.
The Merrill Lynch defectors expand RBC's reach in Texas while LPL bolsters its New York presence.
Separately, Cleveland Fed President Beth Hammack said the central bank could make a move by June if data show a clear economic trajectory.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
