Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
Sellers shift focus: It's not about succession anymore.
Firm grows assets to $12.27 billion with latest deal.
Debbie Taylor chose an outright sale to the Bain Capital-backed mega RIA Carson Group rather than saddling her daughter with a multi-million-dollar loan to take over Taylor Financial.
Last week's layoffs totaled at least 130 Cetera employees, according to a senior industry executive.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
The independent RIA's new hire, with a decade of M&A experience from his former firm and Raymond James, comes as SEIA logs record growth in 2024.
CEO Ritik Malhotra is leveraging Savvy Wealth's Fidelity partnership in offers to Commonwealth advisors, alongside "Acquisition Relief Boxes" filled with cookies, brownies, and aspirin.
As Robinhood bets on prediction markets, advisors are skeptical of the app's push into the RIA custody and wealth management services.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
A company spokesperson called the layoffs a "small reduction in our workforce."
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
RFG welcomes an Edelmen advisor veteran as he launches his own firm, while Elevation Point seals its third deal for 2025 in Michigan.
RIA founders and C-suite leaders weigh in on the impact for philanthropic clients, and why now could mark a moment in time for investors to make an impact.
Latest hires reunite former Morgan Stanley and Edge Capital colleagues as part of NewEdge Wealth’s Southeastern expansion strategy
The $3.7 billion Dynasty partner firm extends its presence in Chicago and Utah while Rockefeller welcomes a former Merrill Lynch team.
With growth topping succession as the leading M&A driver, referral programs are a top-of-mind consideration for firms as Goldman Sachs, Pershing and Robinhood consider entering the referral market.
The $8 billion RIA is getting more fuel for geographic expansion and recruit top talent through a minority investment partnership.
The half-dozen teams who joined the hybrid RIA in the early innings of 2025 have lifted it past a key asset milestone.
