Corient Acquires $8B RIA in Maine
By John ManganaroH.M. Payson and Co., a chartered trust company, manages about $1.2 billion in trust assets.
November 27, 2024
Integrated Partners CEO Sees 'Exciting' Years Ahead for RIAsPaul Saganey tells Thinkadvisor about the firm's CPA alliance and navigating the client "complexity curve."
November 26, 2024
Boosting Client Service, With a Little Help From Private EquityA free initial plan gets wealthy executives in the door, Mather Group CEO Jennifer des Groseilliers says.
November 21, 2024
RFG Advisory Sets Recruiting Record, Approaches $6B in Client AssetsThe hybrid RIA platform has nearly doubled its advisor growth from the previous year.
November 21, 2024
Schwab Reviewing Advisor Network Referral FeesThe firm says it will be transparent with advisors in the program as any decisions are made.
November 18, 2024
Schwab to Consider More DealsNoting the Ameritrade acquisition and the firm's Dynasty stake, Schwab's leaders say they'll keep looking for opportunities.
November 13, 2024
Mercer Adds Nearly $1.7B in Assets via Two DealsThe RIA acquired Waypoint Capital and Chapel & Collins, which serve wealthy families.
November 05, 2024
October Broke RIA Deal Record: DeVoeThe surge in mergers and acquisitions is a notable spike following nearly three years of more muted activity.