Displaying 36 results
Merit unveils independent advisor affiliate model
'Think of it as a form of courting, a time for a firm owner to ‘date’ a prospective partner before ‘marrying’ and making the decision to merge or be acquired,' Merit CEO Rick Kent says.
Summit Partners enters RIA venture with former exec at First Republic
The former wealth head of the failed regional bank is building a new platform to attract high-net-worth wirehouse teams.
Former Northwestern Mutual advisor launches own RIA
California-based Greykasell Wealth Strategies provides planning services to high-net-worth individuals, families, and business owners.
Perigon snags $425M advisor group
The addition of Prudeo Partners, an asset management and planning practice based in Pennsylvania and South Carolina, brings Perigon's AUM to $6.9B.
Miracle Mile reels in two new teams with $600M in assets
A unique ownership model and growing service offerings continue to be a draw for Los Angeles-based RIA.
Private equity firm holds talks to buy Fisher Investments
Company, which oversees about $236 billion, denies sale is imminent.
4 key trends that will help advisors grow their firms in 2024
Partnerships and organic growth should be advisors’ focus, experts say.
New annuity products don’t have ‘icky feeling of commission’
Some advisors are coming round to annuities but survey reveals majority seldom recommend them – and clients don't listen anyway.
This bull market will accelerate M&A
We are approaching a perfect storm – could M&A in the wealth space set a record in 2024?
Integrated Partners reports milestone year, with $3B in assets added in 2023
The firm also launched an insurance division and made its first acquisition.
Why TAMPs are ‘a powerful tool’ for advisors
Advisor says TAMPs are like ‘a spectrum with dozens of capabilities’ at final RIA Lab event for 2023.
From engineering to financial services
Advisor has made it his mission to help fellow immigrants navigate the financial landscape.
RIAs are hiring, but most are also investing in existing staff, Schwab finds
Three-quarters of RIAs surveyed now offer remote work arrangements, and professional development is increasingly cited as a top initiative.
Jamie Hopkins to leave Carson Group
We'll miss his leadership and passion for profession, says RIA
Integrated Partners welcomes $225M Colorado RIA as an affiliate partner
PRISM Financial Strategies has a specific niche serving the unique wealth management and advisory needs of women.
Ex-Brinker execs launch firm catering to RIAs and foreign banks looking to start RIAs
Jason Moore and John Coyne have high hopes for their three-pronged business model at Ategenos Capital.
