AssetMark Moves to Expand Growth With RIAs, Private Markets
By John ManganaroGroup CEO Lou Maiuri explains what's next for the firm — including at its newly designated “East Coast hub.”
July 24, 2025
Summit Trail Exec Steps Down Two Months After Starting JobJeff Ringdahl said his role at the UHNW-focused RIA "wasn't the right long-term fit" for him.
July 23, 2025
Crossmark, Bob Doll Launch 2 Active ETFsThe faith-based investment management firm cited investor demand for active, transparent funds focused on values.
July 22, 2025
PE Firms in Bidding Wars for Fast-Growing RIAs: CerulliMinority investors and private credit firms are also circling, the research group finds.
July 22, 2025
EP Wealth Adds $1.2B Advisor Team in ChicagoThe new strategic partnership with Rappaport Reiches Capital Management aims to strengthen the firm's Midwest presence.
July 18, 2025
RIA Deals Set a First-Half Record: DeVoeDealmaking surged despite stock market turmoil, shifting interest rate expectations and geopolitical shocks.
July 17, 2025
RIA Growth Surged in 2024 and Remains a Priority: SchwabAUM increased by 16.6% while revenue was up by 17.6%, a benchmarking study found.
July 15, 2025
Hightower Names Longtime Goldman Exec as Chief Advisory OfficerScott Hadley is filling the new role at the wealth manager, tasked with overseeing advisor engagement and support.