New Co-Op Helps Young Advisors Own a Practice
By Jane Wollman RusoffThe RIA platform Avise seeks to provide backend services in a nontraditional way, co-founder Katrina Soelter says.
January 25, 2024
6 Mistakes RIAs Make With Succession PlanningIt's vital to understand potential pitfalls to mitigate risks and effectively implement an exit strategy.
January 25, 2024
Advisor M&A Fell in 2023: Why DeVoe Says It's No Big DealRIA deal closings declined for the first time in a decade, DeVoe & Co. reported.
January 24, 2024
Carson Group Picks Up 31 Firms, $3.6B in 2023The RIA now works with $33 billion in AUM and over 140 advisory firms.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 23, 2024
Mariner Recruited 'Double Agent' to Poach Clients, Lawsuit ClaimsRWA Wealth says Mariner coaches its recruits to break rules; Avantax is also suing over alleged poaching.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 17, 2024
Merrill Team Forms RIA to Serve 'Family Next Door'The $420 million group is "a great fit for the independent wealth arena," Dynasty head Shirl Penney says.