InvestmentNews recognizes the fee-only RIAs that have seen a speedy rise in AUM and clients due to forward-thinking strategies and trusted advice.
The 74 firms that make up the Fastest-Growing Fee-Only RIAs of 2024 oversee a combined $212 billion in assets under management (AUM).
See the complete list of industry leaders in America that overcame a series of challenges such as cybersecurity/data privacy, evolving marketing and advertising rules, and ESG.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
