Biggest Quarter Ever for RIA Deals: DeVoe
By Michael S. FischerPrivate equity-backed consolidators represented the majority of Q3 activity, fueling consolidation, the consulting firm reports.
October 01, 2025
RFG Advisory Taps Dynasty Co-Founder as PresidentEd Swenson left the financial firm in 2023 for an interim role at Osaic before landing at RFG.
October 01, 2025
Top 12 Metro Areas for High-Income Household GrowthA lot more people in these places may have enough cash to put yolk in their nest eggs.
October 01, 2025
Judge Denies Merrill's Request to Restrain OpenArc Breakaway TeamMerrill sought to bar 12 advisors from soliciting its clients and from encouraging its employees to leave.
October 01, 2025
Here’s Your Year-End Tax Planning Checklist for 2025With a massive new tax law in effect, you and your clients have lots to talk about.
September 30, 2025
Medicare Annual Enrollment Period: What's ChangingSome seemingly minor tweaks could make clients' lives different.
September 30, 2025
Advisor AI Platform Zocks Integrates Holistiplan Tax DataThe firms’ partnership seeks to enable advisors to turn every client interaction into a planning opportunity.
September 30, 2025
EP Wealth Sells Minority Stake to PE Firm Ares ManagementThe employee-owned RIA had assets under management of nearly $40 billion as of Aug. 31.