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Succession plan services gain traction as a tool for recruiting, making acquisitions
With more than $10 trillion seen in motion over the next decade as advisers retire, Cerulli expects acquiring firms to make succession planning a bigger piece of the offering.
Hub acquires $205 million Pennsylvania RIA
Michael Finnell, president of Heritage Wealth Management Group, and the Heritage team will join Hub.
A bear market is not the time to hibernate
In the turmoil and economic uncertainty surrounding a bear market, guidance from a trusted financial adviser is more valuable than ever.
Tyrone Ross continues to bang the crypto drum with new ventures
The former Onramp exec is more bullish than ever on digital assets, which is why he's launching new businesses to capitalize on the trend.
New LPL program gives advisers more tools to attract, serve the rich
The Private Client Service Network will help select LPL advisers assist their clients with such tasks as the sale of small or midsize businesses; hedging concentrated stock positions; and specialty lending.
Anticipating more pain ahead, advisers stress long-term perspective
While the stock market has officially entered a bear market, so far it doesn't feel like March 2009, when the market declined 30%, or October 1987, when it lost 20% in one day.
AssetMark buys $9.5 billion TAMP business from Vestmark
The deal for Adhesion expands AssetMark’s ability to serve the RIA market.
Mariner Wealth scoops up $1 billion RIA
Corbenic Partners in Bethlehem, Pennsylvania will assume the Mariner Wealth Advisors name following a June 30 closing.
As markets slide, more advisers are sending clients to I bonds
Investing in the Treasury-backed inflation hedge comes with a few challenges, but the 9.62% yield is seen as worth the effort.
When it comes to fees, how advisers charge is as important to clients as how much
Deducting fees from client portfolios can introduce the punishing long-term consequences of reverse compounding.
Asset-based advisory fees stuck between inflation and a hard place
Spiking inflation adds a new twist to the concept of linking advisers' revenues to their clients' portfolios.
Mercer acquires $130 million RIA
The deal for Bivin and Associates, which is based in Ponca City, Oklahoma, expands Mercer’s Midwest presence.
Allworth acquires two RIAs, $727 million in assets
UAS Wealth Advisors of Albuquerque, New Mexico, and Adams Chetwood in Durham, North Carolina, expand Allworth's geographic reach in the Southeast and Southwest.
SageView acquires $825 million RIA
kPlans, based in Valencia, California, is a retirement plan consultant with a focus on defined-benefit and cash balance plans.
In its first RIA buy, Alera Group nearly quadruples its assets to $4.7 billion
Private equity-backed Alera Group acquires $3.5 billion Wharton Business Group and says it plans to buy more firms.
Advisers seeking a deal should look for a seat at the table
The wealth management space needs to move beyond traditional models and put advisers at the center of a firm's mission and purpose.
Inflation, no longer deemed transitory, puts advisers in scramble mode
The Biden administration is now saying upward pressure on prices could be the new reality, which has advisers getting more creative.
Wealth Enhancement Group buys $1.7 billion Kings Point Capital Management
The acquisition, Wealth Enhancement Group's fifth completed deal this year, boosts its total assets to $55 billion.
Market correction puts Roth conversions on the front burner
The tax implications of an IRA conversion are far from automatic and can be difficult to forecast this early in the year.
Mariner Wealth to add $347 million RIA
National firm will acquire Boston-based Taylor Wealth Management Partners to bolster presence along the East Coast.
