Ex-Merrill Wealth Head John Thiel Launches RIA
By John ManganaroThe firm, Indivisible Partners, is already adding a $640 million advisory practice in New York.
December 23, 2024
Jamie Hopkins: Clients Will Leave RIAs That Don't Offer This Service“To serve next-generation clients, [advisors] need to offer this,” Bryn Mawr Capital Management's CEO tells ThinkAdvisor.
December 20, 2024
The Future of RIA Annuity Distribution Has Arrived: David LauFee-based advisors are poised for a deeper embrace of annuities, the DPL chief says.
December 18, 2024
Fewer RIA Leaders Are Planning for Succession. What Gives?Even as firm executives age and assets under management expand, less attention is being paid to business continuity.
December 17, 2024
Corient Acquires $8B RIA in MaineH.M. Payson and Co., a chartered trust company, manages about $1.2 billion in trust assets.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 12, 2024
6 RIA Valuation Drivers in 2025 and BeyondThere has been a shift in the way firms are valued. Failing to understand it could tank your deal.
December 12, 2024
15 RIA Jobs and What They Pay: 2024A new Schwab report breaks down RIA compensation in a wide range of roles.