Turnkey Asset Management
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M&A Deals for RIAs, IBDs Up 43% From a Year Ago: Fidelity
By Bernice NapachThe number of deals and size of assets through Sept. 30 already exceed the totals for all of last year.
September 19, 2019
Keel Point Locks Onto Organic GrowthThe wealth management firm is "not driven to just grow for the sake of growing," an exec tells ThinkAdvisor.
September 19, 2019
RBC, Merrill Tap New Execs: Recruiting RoundupMeanwhile, Wells Fargo FiNet says it has added more than 87 advisors with $11.5 billion of client assets this year.
September 12, 2019
How the RIA Business Is Changing, in 4 ChartsMore firms and employees, but also more assets, are concentrated among fewer firms.
August 27, 2019
Indie Wirehouse Firms Post Q2 2019 ResultsPerformance in the most recent quarter included generally positive momentum, though some firms continue to struggle in recruiting, retention and profits.
August 22, 2019
Captrust Buying $3.7B South Texas GroupThe Texas firm's founder died of cancer in April.
August 14, 2019
First-Half Advisor M&A Surge Continues in July: FidelitySeven RIA deals took place in July, including the sale of Wealth Enhancement Group, with nearly $12 billion in AUM.
August 06, 2019
What US-Based RIAs Can Learn From Their UK CounterpartsPershing's Mark Tibergien and Geoff Towers discuss how advisor regs overseas could shape future U.S. rules.