RIA News

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Commonwealth's Messina College partnership opens doors for first-gen students
PRACTICE MANAGEMENT MAY 12, 2025
Commonwealth's Messina College partnership opens doors for first-gen students

Interns at Boston College degree program to rotate across key departments, gaining exposure to research, risk, practice management, and HR functions.

By Leo Almazora
House Republicans float Medicaid requirements to help fund Trump tax cuts
RETIREMENT PLANNING MAY 12, 2025
House Republicans float Medicaid requirements to help fund Trump tax cuts

Draft legislation filed Sunday night, projected to save the government more than $900 billion, would cost millions of people health insurance coverage within a decade.

By Bloomberg
Leading wealth management teams shine in InvestmentNews 5-Star rankings
RIA NEWS MAY 12, 2025
Leading wealth management teams shine in InvestmentNews 5-Star rankings

Report shines a spotlight on preeminent firms and advisory practices who go above and beyond as financial stewards for their clients.

By Leo Almazora
What's happening with US-China trade talks?
RIA NEWS MAY 12, 2025
What's happening with US-China trade talks?

Both sides hailed 'substantial' progress over the weekend.

By Bloomberg
Just 19 US households controlled 1.8% of total household wealth in 2024
RIA NEWS MAY 12, 2025
Just 19 US households controlled 1.8% of total household wealth in 2024

Ultra-rich share of wealth surged last year, says new analysis.

By Steve Randall
US prescription drug costs to fall 80%, promises Trump
RIA NEWS MAY 12, 2025
US prescription drug costs to fall 80%, promises Trump

President set to sign new executive order Monday.

By Bloomberg
US-Canada tariffs may not be 'totally removed'
RIA NEWS MAY 12, 2025
US-Canada tariffs may not be 'totally removed'

But US ambassador suggested tensions can be eased.

By Bloomberg
Bond traders forced to accept slower Fed cuts
RIA NEWS MAY 12, 2025
Bond traders forced to accept slower Fed cuts

Traders are coming to terms with Jerome Powell's tone.

By Bloomberg
Pontera, NTAM, Siebert, announce senior appointments
RIA NEWS MAY 12, 2025
Pontera, NTAM, Siebert, announce senior appointments

Financial industry continues to shore up leadership.

By Steve Randall
Beyond the dashboard: Making wealth tech human
FINTECH MAY 12, 2025
Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

By Manal Ali
Advisors ignore succession planning at their own peril
PRACTICE MANAGEMENT MAY 11, 2025
Advisors ignore succession planning at their own peril

As RIA valuations rise, advisory firms are outgrowing next-generation buyers, a potentially perilous blind spot for business owners.

By Jeff Benjamin
Florida non-compete bill backed by Citadel bodes ill for advisor mobility
RIA NEWS MAY 09, 2025
Florida non-compete bill backed by Citadel bodes ill for advisor mobility

As other states curb non-competes, the East Coast growth hub could soon become the most employer-friendly jurisdiction in the US.

By Leo Almazora
Private placement executives from GPB Capital, guilty of fraud, get seven and six years in prison
ALTERNATIVES MAY 09, 2025
Private placement executives from GPB Capital, guilty of fraud, get seven and six years in prison

Last summer, the two, David Gentile and Jeff Schneider, were found guilty of fraud in federal court in Brooklyn and received their sentencing today.

By Bruce Kelly
Advisory firm moms share high satisfaction but report early parenthood hurdles
PRACTICE MANAGEMENT MAY 09, 2025
Advisory firm moms share high satisfaction but report early parenthood hurdles

Early parenthood linked to lower fulfillment and fewer leadership roles, despite otherwise strong industry-wide support.

By Leo Almazora
Creative Planning CIO warns of short-term private equity flips
RIA NEWS MAY 09, 2025
Creative Planning CIO warns of short-term private equity flips

"It's the Golden Age, we're all blessed that this is where we are, what we do for a living, and that the sun is shining on the transition towards the RIA space," Creative Planning CIO Jamie Battmer said at a forum hosted by Goldman Sachs.

By Andrew Cohen
Munis poised to outshine fixed income in coming summer redemption season
FIXED INCOME MAY 09, 2025
Munis poised to outshine fixed income in coming summer redemption season

Strategists expect municipal bonds to best Treasuries during the four-month window from May until August, following a historical trend.

By Bloomberg
Advisor moves: Veteran UBS ensemble managing $2B splits to Sanctuary
RIA NEWS MAY 09, 2025
Advisor moves: Veteran UBS ensemble managing $2B splits to Sanctuary

Elsewhere, Raymond James adds two advisors from Edward Jones and LPL, forming an LGBTQ+ focused practice in New Hampshire.

By Leo Almazora
Fintech bytes: Wealth.com and Vestwell strike new integration partnerships
FINTECH MAY 09, 2025
Fintech bytes: Wealth.com and Vestwell strike new integration partnerships

Leading estate-planning tech provider Vanilla has also unveiled key AI upgrades to help its advisor users.

By Leo Almazora
C-suite roundup: Crewe Advisors hires new CIO as Callan Family Office appoints chief tax strategist
RIA NEWS MAY 09, 2025
C-suite roundup: Crewe Advisors hires new CIO as Callan Family Office appoints chief tax strategist

Meanwhile, Bellevue, Washington-based Parcion Private Wealth strengthens its leadership with two C-level additions.

By Leo Almazora
Staten Island's Malliotakis signals support for $30k SALT cap
RIA NEWS MAY 09, 2025
Staten Island's Malliotakis signals support for $30k SALT cap

A statement highlighting benefits of a threefold increase in the deduction adds the Republican's voice to thorny tax debate.

By Bloomberg