Cerity Partners adds an Austin-based RIA with $1.6B in AUM, while Carson Group fully acquires a partner firm based in ...

Mercer and Wealth Enhancement will receive client referrals from Goldman Sachs Ayco, which was previously led by Hightower ...

The RIA industry suffers from choice overload with 850 asset managers and 15,000 RIAs struggling to connect efficiently ...

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and transparent fee structures.

RIA aggregators buy up RIAs to monetize a larger RIA. However, adding up assets under management will not necessarily generate a multiple on the monetization event that the RIA aggregators and their ...

DeVoe & Company projects RIA M&A activity to keep rising, while another industry dealmaker expects private equity's minority investments to expand into smaller RIAs sub $2 billion in assets.

This is the seventh installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following ...

In an industry brimming with jargon, acronyms and opaque terminology, it’s no surprise that advisors find it challenging to keep up with the ever-growing variety of models that exist in the industry ...

A prospective client speaking with advisor Bill Rabbitt recently posed the foundational query that more customers are asking these days. "'Before we even talk, I have one question: Are you a fiduciary ...

Forbes contributors publish independent expert analyses and insights. I explain key wealth management issues to consumers and professionals. This article is more than 2 years old. For investors, ...

The perfect storm of Registered Investment Advisor (RIA) mergers and acquisitions (M&A) is only growing stronger. According to a new study by Fidelity Investments, 2015 saw 89 RIA M&A deals, while ...

Forbes contributors publish independent expert analyses and insights. Tim Newcomb covers tennis gear/business, stadiums and shoe tech. There’s a growing sight on tennis courts: tennis sunglasses. In a ...