Why Big Firms Are Losing the Hearts and Minds of Advisors
By Shirl PenneyA shift away from complacency is underway, and it favors advisors aligned with independent RIAs.
August 29, 2025
California Wealth Planning Execs Die in Plane CrashMark and Vickie Spelts of Chico perished Wednesday near Kansas City.
August 28, 2025
Former Merrill, Morgan Stanley Advisors Team Up to Launch Hybrid RIAThe independent firm is launching on the Arkadios Capital platform with more than $2 billion in AUA.
August 27, 2025
MAI Capital to Unite With UHNW-Focused Evoke AdvisorsSenior executives say the deal will elevate the scope and quality of services provided to their combined clients.
August 25, 2025
Mariner to Acquire $5B FirmSoutheastern Advisory Services has 35 institutional relationships in Florida, Georgia and Texas.
August 15, 2025
12 States With the Highest Rates of Billion-Dollar RIAsSmartAsset rankings are based on the percentage that manage $1 billion or more as of August Form ADV filings.
August 14, 2025
RIA SageView Buys $25B Retirement ConsultancyCAP STRAT's operations includes $750 million in wealth management assets under management.
August 12, 2025
Recruiting Deals Offer More Than Money, But the Money's Really Good, TooThere’s a rush to get the assets of longer-tenured advisors before they get locked up in a sunset package.