The AI-powered deal consultancy's new Buyer Portal promises to put transparency and compatibility ahead of costly bidding wars.
During an opening roundtable discussion at Schwab IMPACT 2025, Kathy Jones, Liz Ann Sonders, and Michael Townsend discussed the state of the economy and what happens next with the Fed.
The self-described growth accelerator announced its newest hires, with experience from UBS and United Capital, as it continues to expand support for RIA partners.
Bluespring also secured its eighth acquisition for 2025, a $1.4 billion Kestra affiliate firm, while $609B behemoth Mariner extended its footprint.
Public markets penalized Focus Financial’s leveraged M&A and pressed for clearer organic-growth metrics, CEO Michael Nathanson told InvestmentNews at Schwab Impact 2025.
Financial advisors face increasing pressure to deliver differentiated results. Once misunderstood, quantitative investing is now widely accepted as a powerful tool for investors seeking portfolio diversification and alpha generation.
Independent RIA survey finds market bullishness has climbed 65%, though concerns around a correction, shifting US policies, and recession risk are still lingering.
With industry growth accelerating, Schwab is extending its fee-based support program to a broader range of independent advisory firms.
The top-level changes come in the wake of the Aon-owned firm's divestment of Wealthspire and other affiliated wealth businesses to PE firm Madison Dearborn Partners.
Counting another deal in Massachusetts, the $26 billion RIA has just added more than $5 billion in assets, matching its full-2024 total.
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CEO Michael LaMena said the move allows the RIA to step out of its former parent company’s insurance shadow, and strengthens Wealthspire's equity offering to attract talent.
Vince Curtin lifts the lid on the East Coast RIA's fiduciary focus, its employee ownership structure, and how it seeks opportunities "even in a very crowded marketplace.”
Elsewhere, &Partners adds another Wells Fargo team in Texas, while MAI finalizes its acquisition of Evoke Advisors in LA.
The fast-growing fintech startup is deepening its RIA presence as it taps top execs from Mission Wealth and Cerity to further scale its advisor outreach and engagement capabilities.
Plus, the Commonwealth advisor diaspora continues with more conversions to Cetera, Osaic, and Raymond James.
The deal marks AssetMark’s eighth acquisition since 2014 as the $158 billion firm continues to build scale in the RIA channel.
The former advisor's conviction follows a multi-year scheme built on fraudulent financial statements, ending in the collapse of investment partnership.
Auditability, plan sponsor policies, and state-level regulatory guidance could also create compliance risks for advisors looking to manage held-away client assets.
A $50 million lawsuit from Primerica puts the hybrid RIA giant's latest advisor addition under the spotlight, with both firms disputing the facts.
