A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to Devoe & Company.
Carlton will use her experience from Ficomm, United Capital, and Mercer Advisors to foster collaboration and innovation among Merchant's partner firms.
Women will be among the big winners in the Great Wealth Transfer and financial advisors. Here's what advisors need to do to prepare.
Hannah Moore, founder of Amplified Planning, stresses the importance of critical thinking, why AI is no substitute for human connection, and why behavioral competencies should be trained "from day one."
Meanwhile, AlphaCore Wealth Advisory welcomes Blackstone and JPMorgan veteran as its new chief investment strategist.
Three industry leaders will join the hybrid RIA's president and LPL alum, Andy Kalbaugh, to help guide its organic and merger-based growth strategy.
Latest survey shows digital tactics and empowerment top of mind for early-career advisors to be satisfied with their firms.
Latest mergers and acquisitions reflect continued rise of industry dealmaking.
The private equity era in RIA M&A isn't over but now faces entry from sovereign wealth funds and BlackRock-owned private credit firms. "They play a little bit different role than the traditional private equity investment," Mercer's CEO Dave Welling told InvestmentNews in reference to long-term capital from Singapore's sovereign wealth fund, GIC.
The seven-person team based in Michigan, which includes two father-son advisor duos, continues Elevation Point's strategy of supporting growth-focused independence.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Financial advisors weigh in on the surge in copper prices in the wake of President Trump's tariff announcement.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Former CBIZ chief investment officer Anna Rathbun wants her new Cleveland-based Grenadilla Advisory to treat clients with the same "compassion and connectivity" she shares with audience members as a singer of classical music.
Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.
Wealth tech veteran Aaron Klein speaks out against the "misery" of client meetings, why advisors' communication skills don't always help, and AI's potential to make bad meetings "100 times better."
Innovation and regulation often produce friction in financial markets, maybe even fireworks. But financial advisors are applauding the SEC's latest move on financial tokens - so far.
Help us recognize the brightest stars in America's wealth management industry.
"By the end of the decade, tokenization will be the dominant investment platform in the industry, far eclipsing ETFs," Lifetime Achievement Award winner Ric Edelman tells InvestmentNews. "ETFs as we know them today really won't exist in five years."
The latest snapshot report reveals large firms overwhelmingly account for branches and registrants as trend of net exits from FINRA continues.
