9 Trends That Sum Up the State of RIAs: Cerulli
By Jeff BermanThe news is again generally positive for U.S. RIAs, the research and consulting company says.
April 25, 2023
RIA Aggregator Modern Wealth Makes First AcquisitionThe firm run by former Goldman and United Capital execs has bought $1.5 billion Barber Financial Group.
April 25, 2023
Here's the Question You Must Ask Before Starting an RIAThinkAdvisor LUMINARIES honoree Matt Sonnen helps RIAs build and execute winning growth strategies.
April 24, 2023
Has RIA Dealmaking Plateaued?Though still high by historical standards, M&A activity hit its first six-month downturn in years, DeVoe reported.
April 24, 2023
Cetera Lured Advisors With Nearly $3B in Assets in Q1The achievement came after the firm reported adding $13 billion in assets through organic recruiting in 2022.
April 21, 2023
Kitces: 4 Trends Reshaping Financial AdviceThese trends are forcing advisors to refocus on their client experience, the popular blogger says.
April 20, 2023
SEC Issues New Reg BI GuidanceA Q&A clarifies how to determine if an investment or strategy is in a client's best interest.
April 18, 2023
LPL Picks Up $3.1B Firm From TD AmeritradeLPL now supports over 21,000 financial advisors, including advisors at about 1,100 enterprises and at about 500 RIAs.