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Thinking of going independent? How smaller RIAs can win despite disruptive tech
Advisory Services Network's business development director, Trey Prescott, talks to InvestmentNews.
Fastest-Growing Fee-Only RIAs 2023 winners revealed
InvestmentNews celebrates 75 firms that have attracted significant assets since July 2020.
Industry powerhouses team up to launch holistic wealth management firm
New entity combines capabilities of $13 billion national RIA with those of an accounting services firm.
LaSalle St. attracts $550M team with 50-year history to its network
Firm operating across five states switches from Western International.
Creative Planning acquires $535M Delaware RIA
Wilmington-based Daniels + Tansey provides integrated financial advisory, tax planning and investment management services to individuals, families and small businesses.
How planner built firm after moment of inspiration
Cheryl Holland founded her fee-based advisory firm 25 years ago.
National RIAs to merge to create $11.2B firm with plans to hire in 2024
For one of the partners, it’s the second merger in as many months.
‘Adulting does suck, but we’re here to support you’
Stoy Hall focuses on minimizing clients' financial worries, allowing them to concentrate on their families and wealth creation.
Independent advisory firm launches in Massachusetts with $650m in assets
Two advisors formerly affiliated with Morgan Stanley and UBS make the jump to new RIA.
Garrett again battles for DOL rule
Sheryl Garrett, founder of the Garrett Planning Network, got a shout-out from President Obama in 2015 when he introduced a Department of Labor fiduciary rule. Now she’s joining the fight to support the Biden administration’s proposal.
Edelman purchases $500M Massachusetts RIA
The acquisition is Edelman’s fifth over the last year.
Savant acquires $2.2B firm to add Alabama to its growing footprint
The acquisition is the firm’s second largest of 2023 and one of three above $1.5B.
AlTi Global to stay focused on M&A
'There are some high, high quality firms that have been competitors of ours for years that are willing to engage,' says AlTi CEO Mike Tiedemann.
Farther more than doubles AUM to $1.6B in just six months
Tech-centric wealth management firm celebrates rapid growth.
Snowden Lane addition brings total recruited assets this year to $1B
Former Merrill Lynch advisor is the latest to switch to the hybrid RIA.
Advisors hustled to hang onto clients last year: Fidelity
'The conversation of the economy being in a recession has led to advisors not feeling stable for quite a while,' one executive says.
Despite issues with Schwab, RIAs from TD stay put
Some advisors don’t like the number of master accounts at Schwab, the phone support or the technology. They’re exploring other custodians but don’t want to repaper.
Choreo acquires $8.1B wealth management unit of accounting firm BDO
Thirty-three employees will join Choreo from BDO, including 17 advisors; the deal also adds seven locations to Choreo's network.
More advisors are making the move to RIA, independent models
Cerulli projects the independent and hybrid RIA channels will control nearly one-third of intermediary asset market share by 2027.
Creative Planning adds Mesirow’s retirement plan advisory team
The corporate retirement group at Mesirow serves more than 350 plans that have about $13 billion in assets under advisement and management.
