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RIA M&A is here for the longer term, says Fidelity
Strong activity in the third quarter of 2023 continued into the fourth quarter.
Fintech launches annuities platform
Flourish aims to facilitate RIAs’ access to annuities.
Over a third of US advisors plan to retire within 10 years
Succession planning is critical, as advisors 55 and older account for 42 percent of head count but 57 percent of assets, Cerulli found.
RIA M&A activity sails strong into 2024, Echelon says
Deal volume comes in above 300 again in 2023, with well-capitalized RIA acquirers dominating, according to report.
RIAs to have a rollicking year
In the wake of Fisher Investments deal chatter, 2024 will likely be studded with significant transactions involving registered investment advisors.
Moisand helps amplify CFP Board’s voice in fight for fiduciary advice
In one of his last actions as CFP Board chairman, Daniel Moisand testified at last month’s hearings on the Department of Labor’s latest advice proposal.
Laird Norton, Wetherby to bring all offices under new streamlined brand
The move combines wealth management and investment advisory under one name.
Hightower completes strategic investment in $3.3B New York wealth firm
It's the firm's first announced deal of 2024 following 12 last year.
Financial advisors launch disruptive RIA co-op platform
Founders say the Avise Financial platform puts ownership back in the hands of advisors.
Cambridge launches fee-only RIA
BridgePort Financial Solutions can provide smaller RIAs with support in areas such as technology, practice management and outsourcing.
MAI Capital Management expands with $1.4B firm acquisition
The deal enhances the RIA's presence in Ohio and Northern Virginia.
Mercer adds $275M RIA in Iowa
The deal for River Glen Wealth Counselors adds to the firm’s presence in the central U.S.
Smartleaf Asset Management announces strategic partnership with Clearstead Advisors
The collaboration will enable greater tax optimization for Clearstead clients.
Hub International adds new acquisition to its South Florida practice
Latest deal will help expand the firm's reach and capabilities in the region.
Savant Wealth Management expands into Florida with acquisition of $440M firm
Fee-only RIA completed its 11th deal of 2023 at the end of December.
Ken Fisher potentially seeking ‘some liquidity’: Source
'Apparently, he doesn't want private equity money,' source says of the 73-year-old executive chairman of Fisher Investments.
‘My generation is fairly traumatized’
New York City advisor explains why he focused on millennial clients when ‘nobody else would invest in them.’
Mercer adds Denver RIA overseeing $465M
Transitions Wealth Management was founded in 1999 by a team of accountants.
Private equity firm holds talks to buy Fisher Investments
Company, which oversees about $236 billion, denies sale is imminent.
Mariner adds $360M California firm
In its 7th acquisition of 2023, Mariner buys Sacramento-based Confluence Financial Planning.
