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.
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"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.
The $420 million RIA in Auburn Hills and Ann Arbor gives Credent its second and third Michigan locations while pushing it closer to $4 billion in AUM.
Consolidation continues in US wealth management industry.
Research shows advisors in the Aloha State could see more than $900 million in client assets on average, while fierce competition places New York near the bottom in state rankings.
LinePoint's leadership hire from Rockefeller, who's taking a COO and CCO role at the firm, brings more than 20 years of industry experience.
Wealth managers are being forced to unpack President Trump's One Big Beautiful Bill to clients. Here are some of the things they are saying.
The latest firm to adopt the Carson Wealth brand in Colorado marks the RIA's 15th deal in 2025 while adding $608 million in assets.
Wealth managers expand their footprints across the US.
Justin Herndon talked with InvestmentNews about the unique position Thrivent is in to continue its pursuit of growth.
