Displaying 4 results
Raymond James CEO balks at high price of RIAs
'The biggest change in the competitive landscape has been RIA roll-ups that pay prices that we can't quite figure out,' Paul Reilly says.
The evolution of RIA consolidation starts to favor buyers
Fidelity's latest report shows more deals involving smaller firms and structures that put buyers in the driver's seat.
Modern Wealth Management goes from zero to $1.5 billion with first deal
The private equity-backed aggregator launched by veterans of Goldman Sachs and United Capital has acquired Barber Financial Group, with $1.5 billion in assets.
CI Financial’s U.S. RIA enterprise continues to separate from Canadian mother ship
The firm's stock took a beating last year but is up 15% so far this year as the company navigates its U.S. growth strategy.
