The St. Louis-based RIA joins a select group of firms partnering with Rise as minority staking deals surge across the broader industry.
It deepens the RIAs OCIO capabilities with research-driven approach and global expertise.
Partnership focuses on billion dollar-plus advisor teams weighing independence, offering tailored investment banking and consulting support for complex transitions.
From on-off sale talk to organic growth rate rumors, what's going on at $308 billion RIA?
With an increasingly saturated US market, some mega-RIAs are looking abroad for clients and acquisitions, testing if the independent advice model can thrive internationally.
Technology may transform the tools, but people will always be the heart of wealth management.
Under-equitizing G2 talent could lead to misalignments in PE-backed consolidation, says one M&A expert.
Drawing scores of breakaways with $50 billion in prehire assets, the hybrid RIA co-founded by former Wells Fargo leaders has officially hit the ambitious target set at its inception two years ago.
AlTi Tiedemann Global's Jill Shipley speaks with InvestmentNews.
RIAs share some of their key indicators after survey reveals 45% of advisors see a moderate to high chance of recession.
With M&A deals poised to exceed 300 this year, sub-acquisitions now account for nearly one-third of all RIA transactions thanks to a "maturing" ecosystem.
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Also this week, NorthRock Partners added a $2.7 billion advisory firm in California, while Carnegie Investment Counsel deepened its footprint in Florida.
The brokerage giant added over one million new brokerage accounts for the fourth straight quarter, while total client assets reached a record $11.59 trillion.
The newly formed Hightower Signature Wealth 'widens the aperture for who we could acquire,' says CEO Larry Restieri
Wirehouses and RIAs drive record ETF asset growth, fueling a surge in active and fixed-income strategies amid a changing regulatory landscape.
According to the company, it's valuation is up from $3.1 billion just two years ago, with recapitalization led by Mousse Partners, Progeny 3, and Abrams Capital.
Ralph Haberli has been appointed as acting CEO, while Shah will remain in an advisory role for the rest of the year.
With platform technology and investment options multiplying, Andree Mohr argues a streamlined "right thing for the right people" approach is the way forward.
Shackleton joins the $86 billion RIA as its M&A strategy puts it among the most active private equity-backed consolidators so far in 2025.
