Survey of RIAs, retail investors shines light on today’s market mindset.
With a fifth of RIA firms using AI to create marketing content, one leading voice argues a clear identity and focusing on clients will be crucial to success.
Steward Partners M&A head Scott Danner tells InvestmentNews the firm is actively acquiring RIAs with $500M to $2B in assets, as mid-sized sellers have nearly doubled their share of transactions since 2023, according to DeVoe & Company's latest RIA M&A report.
The quartet of deals across New York, Florida, Ohio, and New Mexico reinforces the fast-growing integrator's leading position in the independent space.
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With 102 transactions logged in the three-month period up to June, Echelon Partners is projecting a new banner year for dealmaking across the industry.
Eaglebrook Advisors' CEO Chris King expects his crypto SMA investing firm to jump from managing nearly $400 million to $1 billion over the next 12 months, as president Donald Trump signs the GENIUS Act and Bitcoin comes off new all-time highs.
After beating its growth deadlines, the employee-owned firm is advancing its PE-free strategy with a streamlined executive structure and newly developed roles.
As more workers are pushed to return to their offices, wealth managers are increasingly being asked to value the benefits of remote work.
The transaction will see SEI effectively own 57.5% of Stratos' operating businesses as previous backer Emigrant Partners exits its position.
The RIA custody giant logged a 23% yearly increase in trading revenue, totaling nearly $1 billion for the quarter, as the April selloff and subsequent rebound saw an investing frenzy.
Charles Schwab's 2025 RIA Benchmarking Study shows 97% client retention over a decade, but the industry may face a talent bottleneck with 70,000 new hires needed in five years to match growth.
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
Nvidia saw restrictions on its China business lifted this week and that is lifting the spirits of wealth managers bullish on the tech giant's future.
Patrick McGlothin steps in as managing director at NewEdge from Morgan Stanley, while Kiley Barnhorst MacDonald brings 30 years' experience to her new role at Whittier Trust.
The collaboration will give RIAs yet another access point into the alternatives space through a new unified managed account capability.
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."
