The firm has acquired a $226 million RIA, landing its 12th office in the Southeastern wealth hot spot.
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
‘Ten or 15 years ago, you would have to really explain what it meant to be an RIA and how we were different,’ advisor says.
The Florida-based sibling advisors are carrying on their father’s legacy with an RIA focused on high-net-worth families and business owners.
The Focus partner firm is eyeing more business from high-flying industry execs as it joins forces with another RIA in Washington.
'What’s missing in most cases of deals is that firms aren’t integrating the RIAs they are buying,' Mark Tibergien says.
Deal expanding access to tech solution comes as the independent wealth network eyes a new chapter of growth.
The Idaho-headquartered firm tops the $11B AUA mark as it scoops up an independent wealth firm based in Chicago.
Ryan Parker, who formerly headed Edelman Financial Engines, suggests RIAs should band together to create marketing strategies.
The global firm’s first investment advisory office in Miami will initially cater primarily to high-net-worth clients from Latin America.
Advisor who focuses on special needs planning highlights two ‘life changing’ government programs available to those who have a disability.
Ultimately, fiduciary care is going to drive the RIA space, advisor says.
The national wealth firm is widening its footprint in Omaha as it welcomes a veteran advisor duo.
The Atlanta-based RIA is deepening its Pacific Northwest footprint with a financial planning team from LPL.
Finding different ways to interact with Gen Xers and millennials is top of mind in the industry, advisor says.
RIA focuses on high-net-worth clients using a proprietary platform.
Dave Welling, Mercer Advisors’ CEO, says the key to succeeding at RIA M&A is what happens after the deal has been struck.
'There's more net new RIAs being created every year, so consolidation is still a long way from playing out,' Bob Oros says.
The Indianapolis advisory practice, which includes a five-decade industry veteran, is Sanctuary's third big firm in the area.
Expressive Wealth, led by women, takes an approach that includes having a clinical psychologist on staff.
