RIAs

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Captrust adds nearly $2B in assets in latest double-deal
NEWS RIAS DEC 19, 2024
Captrust adds nearly $2B in assets in latest double-deal

The private equity-backed RIA aggregator has expanded its footprint with two new acquisitions in Minnesota and Virginia.

Concurrent taps OneDigital's David Montgomery to lead retirement business
NEWS RIAS DEC 19, 2024
Concurrent taps OneDigital's David Montgomery to lead retirement business

The hybrid RIA is going all in on the retirement plan advisory space with its latest veteran hire.

How advisors can help clients navigate a divorce during the holidays
NEWS RIAS DEC 19, 2024
How advisors can help clients navigate a divorce during the holidays

Divorce during the holidays is tough enough. Financial advisors can help their clients make it easier.

Another intra-network RIA merger at Focus Financial
NEWS RIAS DEC 19, 2024
Another intra-network RIA merger at Focus Financial

Two of its Connecticut-headquartered partner firms are planning to join forces in a transaction set to close in the first quarter of 2025.

Human capital report reveals concerning setbacks for RIAs
NEWS RIAS DEC 18, 2024
Human capital report reveals concerning setbacks for RIAs

DeVoe & Company survey suggests RIAs will have their work cut out for them around talent management. What should RIAs be focused on?

Summit lands minority staking deal with $1.3B Gordon Asset Management
NEWS RIAS DEC 18, 2024
Summit lands minority staking deal with $1.3B Gordon Asset Management

The serial RIA acquirer's latest partner deepens its presence in North Carolina as well as its capabilities in the qualified retirement plan space.

Commonwealth scores double with ex-Osaic advisors in New York
NEWS RIAS DEC 18, 2024
Commonwealth scores double with ex-Osaic advisors in New York

After previously managing over $495 million collectively, the national RIA's latest additions in Long Island come after a decades-long tenure with their former firm.

Why RIAs might consider investing more in trust services
NEWS RIAS DEC 17, 2024
Why RIAs might consider investing more in trust services

A trust delivery model not only increases the value of an advisor and a firm but is also a natural addition to any firm’s succession plan.

Cerity Partners bolsters high-net-worth tax offering in FBD deal
NEWS RIAS DEC 17, 2024
Cerity Partners bolsters high-net-worth tax offering in FBD deal

The PE-backed wealth firm overseeing $104 billion in assets is doubling down on the Los Angeles wealth market with its latest strategic integration.

$11.84B Merit strikes deal for Roth Asset Management
NEWS RIAS DEC 17, 2024
$11.84B Merit strikes deal for Roth Asset Management

The PE-backed hybrid RIA is expanding its reach in the Pacific Northwest while increasing its assets by $773 million.

Waverly debuts in Pennsylvania with Planning Capital acquisition
NEWS RIAS DEC 17, 2024
Waverly debuts in Pennsylvania with Planning Capital acquisition

The RIA firm's latest partnership extends its reach to 12 states while boosting its assets to $15.9 billion.

NEPC caps off year of growth with new partner and principal appointments
NEWS RIAS DEC 17, 2024
NEPC caps off year of growth with new partner and principal appointments

The OCIO giant's latest promotions 'highlight its focus on continuity, innovation, and a client-first ethos,' says managing partner.

Beacon Pointe seizes $40B victory with dual acquisitions
NEWS RIAS DEC 17, 2024
Beacon Pointe seizes $40B victory with dual acquisitions

The prominent woman-led RIA's latest deals add $613 million in assets as well as new footholds in Boston and Dallas.

Corient set to snap up mega-RIA $7.9B H.M. Payson
NEWS RIAS DEC 17, 2024
Corient set to snap up mega-RIA $7.9B H.M. Payson

The deal to acquire Maine's largest RIA gives CI Financial's US wealth subsidiary its first-ever location in the Northeastern state.

Snowden Lane unveils exit planning program for senior advisors
NEWS RIAS DEC 16, 2024
Snowden Lane unveils exit planning program for senior advisors

The independent RIA's new initiative helps retiring advisors monetize their practices while helping ensure a smooth handoff to the next generation.

'Your firm can't be just you'
NEWS RIAS DEC 16, 2024
'Your firm can't be just you'

When is comes to enhancing a firm's valuation, top advisor says it must be able to "thrive without being dependent on one person."

Will wealthy share their bounty?
NEWS RIAS DEC 16, 2024
Will wealthy share their bounty?

After a record year for charitable giving, advisors look ahead to an uncertain new year.

CEO slips RIA into top gear
NEWS RIAS DEC 16, 2024
CEO slips RIA into top gear

On your mark. Get set. Go! Private Advisor Group's Frank Smith sprints into a new year.

PE RIA backer Constellation Wealth Capital closes debut fund
NEWS RIAS DEC 16, 2024
PE RIA backer Constellation Wealth Capital closes debut fund

Having secured more than $1 billion in capital commitments, the private equity firm behind some of the year's biggest minority staking deals is looking forward to more partnerships.

$47B Clearstead announces CEO succession
NEWS RIAS DEC 13, 2024
$47B Clearstead announces CEO succession

David Fulton, the RIA giant's decade-long chief executive, is stepping down to be replaced by president Bradley Knapp on Jan. 1 as part of a planned transition.