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Mercer acquires $130 million RIA
Summit Wealth Advisors is based in Frisco, Colorado
Fastest growing RIAs embrace tech at higher rates: Schwab
Digital signatures and virtual client meetings were the most adopted technologies, according to the study
Hightower acquires stake in $3.3 billion RIA
Adding Frontier Investment Management brings the firm's total AUM to $56.7 billion
The hunt for mega RIAs
Independent advisers are enjoying the attention of Wall Street, where some big banks are focused on acquiring privately held assets
Creative Planning acquires $600 million RIA
Thun Financial Advisors specialize in serving U.S. citizens who live overseas
After a choppy start, RIA M&A regains momentum in 2020
More and larger deals suggests the second half could reach record levels
Mercer notches third acquisition in 5 weeks
The purchase of Denver-based M.J. Smith and Associates was partially driven by the need for a succession plan
Midwest megamerger creates $6.5 billion RIA
The combination of FormulaFolios and Brookstone brings together approximately 800 advisers operating in all 50 states, with more than 500 offices
COVID-19 tamps down pace of RIA consolidation
Deal activity is expected to pick up steam in the second half of the year
Mercer acquires $554 million RIA
ClearRock Capital marks the second acquisition for the advisory firm this week
TD Ameritrade says brokers are running out of reasons not to go independent
The semiannual study shows the breakaway trend is increasingly gaining steam
Cary Street Partners to acquire $215 million RIA
Waypoint Advisors in Virginia Beach, Va., will join the Richmond-based firm
UBS team managing $400 million creates RIA
Interchange Capital Partners in Pittsburgh, Pa., will use Pershing and Dynasty Financial Partners
Carson Wealth affiliate acquires $126 million RIA
Boston-area RIA Atlantic Capital Management has been bought by Andrew Nigrelli
TD Ameritrade applies ‘dating app’ innovation to RIA M&A
Critics of the new platform wonder if the anonymous nature of the interactions will work for personalized deals
RIAs may be heading for a ‘succession planning crisis’
Advisers are not planning for a transition in leadership despite a lack of confidence in the next generation, according to new research
Cash reigns as king in RIA M&A deals
The trend is expected to continue through the year as buyers' appetite for certainty outweighs cost of capital
RIAs taking PPP loans is not so black and white
Some in the industry are questioning whether it's appropriate for advisers to accept these forgivable loans
Battle of the business models
RIAs keep gaining, while small broker-dealers are feeling increased pressure from the pandemic as well as the need to comply with Reg BI
Reporting technology for RIAs
As breakaways build their tech stack, the reporting provider serves as a 'hub' through which data flows to the firm's back-office infrastructure
