The Toronto mega-buyer continues to gobble up U.S. wealth managers at a record clip. Once the deal closes, CI is expected to have approximately $50 billion in U.S. assets and total assets of $212 billion.
Seller of the San Diego-based firm describes Mercer leaders as 'Batman and Batman.'
The marketplace for RIA M&A networks is currently overrun with players — from brand-new entrants from outside the U.S. to well-established RIAs. Over the past 15 years, the RIA aggregator market has taken off.
A three-adviser, three-associate team is joining the firm in San Antonio.
Unique Wealth in St. Petersburg, Florida, has affiliated with Dynasty Financial Partners and will use Pershing as its custodian.
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Merchant Investment Management will own a minority share of the $850 million New Jersey-based registered investment adviser.
Latest benchmarking study shows compensation representing 74% of RIA expenses and growing by 4% annually.
Oregon’s Price Financial Group will use Carson's resources, including infrastructure and technology.
The pair of advisers in Denver marks the registered investment advisory firm’s first foray into Colorado.
InvestmentNews webcast discusses SEC Chair nominee Gary Gensler’s potential agenda and other regulation the Biden administration will push to benefit investors and consumers.
With M&A in the RIA space setting records, the focus turns naturally to the seemingly irreversible influence of private equity money.
Firm head and former Trump economic adviser share ‘love of free markets’
'Our pipeline is excellent,' said CEO Rudy Adolf during a conference call Thursday morning. 'Quite frankly, in many ways, we are busier than ever.'
The principals of The Berry Group, which is based in Worcester, will join the firm as partners.
Why a 64-year-old RIA doesn't worry about building scale and has no plans to retire, even though he could fetch about $5 million for his firm in today’s white-hot market.
Hanley Sayers will join the registered investment advisory firm in Houston, expanding Cresset's footprint to Texas.
A year of remote work appeared to accelerate the trend of advisers going independent for more control over their business, and in many cases, opportunities for higher take-home pay. Independent broker-dealers also saw a year of positive gains, though on net the channel was down from 2019.
As the brokerage navigates the cumbersome undertaking of acquiring thousands of advisers from TD Ameritrade and more than $6 trillion in assets, the broader custody industry is not sitting idle waiting for the fallout.
RIAs are gaining market share because the RIA model allows firms to embrace the strategies necessary to serve clients.
