TAVO Wealth breakaway debuts RIA with Concurrent investment after Raymond James exit TAVO Wealth breakaway debuts RIA with Concurrent investment after Raymond James exit
MAY 13, 2026 BY ANDREW COHEN

"Advisors don't want to sacrifice flexibility and ownership in order to access that institutional quality resources and support," Concurrent's Joe Mooney says as his Merchant-backed RIA crosses $20 billion AUM.

Practice Management (GoRIA)

TAVO Wealth breakaway debuts RIA with Concurrent investment after Raymond James exit
MAY 13, 2026 TAVO Wealth breakaway debuts RIA with Concurrent investment after Raymond James exit
AdvicePay hails 10th anniversary as fee-for-service planning hits $1 billion on platform
MAY 13, 2026 AdvicePay hails 10th anniversary as fee-for-service planning hits $1 billion on platform
Digital assets adoption splits advisors as firm policies and education barriers persist
MAY 13, 2026 Digital assets adoption splits advisors as firm policies and education barriers persist

Technology

AdvicePay hails 10th anniversary as fee-for-service planning hits $1 billion on platform
MAY 13, 2026 AdvicePay hails 10th anniversary as fee-for-service planning hits $1 billion on platform
The legal fine print behind estate planning tech: What RIAs need to know
APR 27, 2026 The legal fine print behind estate planning tech: What RIAs need to know
For RIAs, tech integration is still the hard part
APR 22, 2026 For RIAs, tech integration is still the hard part

Compliance

AI meeting notetakers spark hidden compliance risks for RIAs
APR 20, 2026 AI meeting notetakers spark hidden compliance risks for RIAs
The SEC is preparing to raise thresholds for performance fees
MAR 31, 2026 The SEC is preparing to raise thresholds for performance fees
Judge blocks Prime Capital advisors from contacting ex-Edelman clients
MAR 17, 2026 Judge blocks Prime Capital advisors from contacting ex-Edelman clients

Custodian

Robinhood referral network signs $17B RIA The Mather Group
MAY 01, 2026 Robinhood referral network signs $17B RIA The Mather Group
From breakaways to breakouts: How Altruist's Jason Wenk sees next-gen RIAs moving forward
APR 29, 2026 From breakaways to breakouts: How Altruist's Jason Wenk sees next-gen RIAs moving forward
Schwab posts 30% profit jump, flags RIA platform upgrades and crypto launch
APR 16, 2026 Schwab posts 30% profit jump, flags RIA platform upgrades and crypto launch

Bolt-Ons

The legal fine print behind estate planning tech: What RIAs need to know
APR 27, 2026 The legal fine print behind estate planning tech: What RIAs need to know
Billpay providers for UHNW clients raise capital as 'concierge' services come downmarket
MAR 25, 2026 Billpay providers for UHNW clients raise capital as 'concierge' services come downmarket
iAlta acquires BridgeFT to make custodial connections for its 'Envestnet For Alternatives'?
MAR 25, 2026 iAlta acquires BridgeFT to make custodial connections for its 'Envestnet For Alternatives'?

TAMPs

GeoWealth lands $42.5M Goldman Sachs investment in extended Series C
MAR 19, 2026 GeoWealth lands $42.5M Goldman Sachs investment in extended Series C
How Envestnet TAMP works: Key features for RIAs in the US
DEC 02, 2025 How Envestnet TAMP works: Key features for RIAs in the US
Portfolio management analytics: How advisors can harness data for better client outcomes
DEC 02, 2025 Portfolio management analytics: How advisors can harness data for better client outcomes

Podcasts

How to leverage a custodian's resources to goRIA
MAR 03, 2026 How to leverage a custodian's resources to goRIA
goRIA with Johnny Hilbrant (aka "The PE Guy")
FEB 11, 2026 goRIA with Johnny Hilbrant (aka "The PE Guy")
Talking college & crypto with Ric Edelman
JAN 22, 2026 Talking college & crypto with Ric Edelman

On Location

Oct 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA
APR 06, 2026 Oct 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA
Oct 1, 2025 | The Summit - Tempe AZ E7 | Guest: Shelby Nicholl, Founder + Lead Consultant, Muriel Consulting
APR 06, 2026 Oct 1, 2025 | The Summit - Tempe AZ E7 | Guest: Shelby Nicholl, Founder + Lead Consultant, Muriel Consulting
Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners
APR 06, 2026 Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners

Webinars

goRIA Virtual Summit
MAY 01, 2024 goRIA Virtual Summit