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Does private equity benefit RIAs?
Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'
Helping advisors build their businesses
A combination of obsessive entrepreneurial spirit and a roller-coaster learning curve led William Huston to a unique niche within financial services.
New RIA co-op platform targets diversity gap
The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.
Braxton encourages RIAs to see investing in diversity as a business strategy
‘If a firm values its human capital, then it will make an investment to make sure that their talent can flourish for the advancement of the bottom line,’ says Lazetta Rainey Braxton, co-CEO of 2050 Wealth Partners.
Controlling the controllables
Veronica Karas, advisor at Captrust, explains why financial planning comes first.
NewEdge Wealth opens Atlanta office with JPMorgan team hire
New office is led by a 30-year veteran of the wealth management industry.
Savant Wealth Management taps William Blair exec for new CFO
Jon W. Zindel has more than 30 years of industry experience.
Miracle Mile reels in two new teams with $600M in assets
A unique ownership model and growing service offerings continue to be a draw for Los Angeles-based RIA.
Mercer Advisors eyes tech-powered organic growth
National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.
‘Financial architect’ joins $1.7B AUM Angeles Wealth
Advisor moves to national RIA firm in Santa Monica from LourdMurray.
NewEdge Advisors welcomes $262M team from Carson
Nesso Wealth, a Connecticut-based independent practice, is latest to join the growth-oriented RIA.
‘RIAs make wonderful business partners,’ investor says
Managing partner at Merchant Investment Management says RIAs’ growth and yield are the main attractions.
What is an RIA?
Finance professionals may come across what’s known as an RIA. What exactly is an RIA? Is it a viable business or career path? Get to know more in this article
RIA startup costs: a guide for advisors/entrepreneurs
Striking out on your own as an independent RIA is both risky and exciting. Get to know the startup costs of opening your own RIA
How to register as an RIA
The registration process for becoming an IRA can be complex and arduous, but not if you know how. Here’s a guide on how to register as an RIA
Osaic CEO says ‘day of reckoning’ coming for RIA market
"Will there be more RIAs for sale than there are buyers at the trough?" Jamie Price asks.
RIA Summit Financial continues growth push
Independent advisor platform adds $725 million in assets with two new affiliate firms.
Carson makes East Coast debut with strategic partnership
The wealth juggernaut gains key footholds with locations in two new markets
Commission-free annuity sales trend remains strong, says DPL founder
DPL's product line saw sales of more than $1 billion last year, more than doubling its 2022 total.
Serve clients better by embracing change
Richard Saperstein, founder of Treasury Partners, on how he capitalized on the industry’s revolution.
