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Mega-RIAs still winning out amid advisor growth surge: Cerulli
Even as the pace of advisor growth doubled, challenges continued for the overwhelming majority of smaller firms.
Pathstone snaps up Crestone Capital in $3B deal
The employee-owned RIA will see its AUA balloon past $100 billion as it builds a 'true multi-generational family office experience.'
As RIAs chase scale, smaller practices will scramble to stay relevant: Report
Research from Advisor Growth Strategies sees smaller firms facing increased pressure to grow or specialize to meeting rising client expectations.
A rare gloomy outlook on the future of RIA M&A
A DeVoe & Co. report shows buyers and sellers are worried about the impact of the equity markets and overall economy on RIA valuations, which could drag down the pace of deal activity.
Acquired RIAs are becoming the new acquirers
The latest research from DeVoe & Co. highlights the emerging trend of sub-acquisitions, which are on track to set a record this year.
Despite big Q1, pace of RIA consolidation seen slowing in 2022
The 67 deals announced in the first three months of the year mark the second busiest quarter on record, but the data points to less activity over the remainder of the year.
SSN back office faces layoffs after Advisor Group merger
Half of the employees will stay on, but some portion will likely be let go, according to sources
RIA consolidation could put $2.4 trillion in play over next decade
Some argue the numbers are inflated because they don't factor in advisers 'dying with their boots on.'
5 building blocks to becoming a successful buyer
RIA sellers want a buyer that has a brand and vision that align with their own, as well as a strategy to integrate and grow the business.
