For These Dealmakers, RIA Consolidation Is a Race to Scale
By Tim WelshIndustry leaders, at a recent summit, noted the influence of private equity in acquiring smaller firms.
September 03, 2024
Mariner Buys Middle-Market M&A Advisory ShopThe deal will enable the RIA, which is led by Marty Bicknell, to offer clients enhanced M&A advisory services, the firm says.
August 28, 2024
Sequoia Financial Buys Wealth Team From Large AccountantThe deal also includes a strategic partnership that will see both firms support the needs of shared clients.
August 28, 2024
Top IAA Lobbyist to RetireNeil Simon will step down at year end, with Gail Bernstein, general counsel, adding public policy direction.
August 23, 2024
RIAs Are Moving Fast to Offer HNW Services: SurveyA growing number are embracing family office services, investment banking and work on trusts, Raymond James research finds.
August 21, 2024
How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's FlanaganYounger generations want to learn how family members amassed wealth and what plans they've envisioned for it, she says.
August 20, 2024
CW Advisors Buys $1.2B Fee-Only RIAThis is the firm's largest deal since kicking off its acquisition strategy in 2023 after private equity backing.
August 20, 2024
Duran's Rise Growth Makes First RIA InvestmentIt is acquiring a minority stake in Bleakley Financial, which works with nearly $10 billion in assets and is based in Fairfield, New Jersey.