The specialists formerly affiliated with Citizens will bridge a gap among much-needed objective expertise to independent RIAs and their business owner clients. "The client business owner today ... does not have access to objective and independent valuation services," co-founder Tim Bello told InvestmentNews.
Since taking minority investment nearly one year ago from Joe Duran's Rise Growth Partners, OnePoint (formerly Bleakley) has grown by roughly $3 billion in assets and shifted from primarily being 1099 workforce to now having 85% of its AUM represented by W-2 advisors.
UBS has also regained some ground as it recruited an experienced Merrill advisor in New York.
The $25 billion RIA's new firmwide program will help attract and retain top talent with a long-term incentive for non-shareholder employees.
The coming Great Wealth Transfer offers a huge opportunity for the next generation of female advisors. Here's how they can maximize it.
The $36.4 billion consolidator's latest deal in Chicago marks its seventh partnership this year.
A brand that no longer represents who you are - or worse - holds you back from attracting talent or growing your client base, isn't serving your future. And while it takes courage to rebrand, it's also one of the most strategic investments a firm can make.
Predictive analytics, artificial intelligence, and cybersecurity are now high on compliance officers' lists as off-channel communications are relegated down the rankings.
Latest deal further expands the RIA acquirer’s footprint in Texas.
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.
