RIAs http://wealthmanagement.com/taxonomy/term/39411/more en Mega Deals of 2015 Inspire Large RIAs to Sell in Q1 http://wealthmanagement.com/rias/mega-deals-2015-inspire-large-rias-sell-q1 <div class="node-body article-body">Last year’s surge in mega deals may have influenced a recent spike in M&A activity among large RIAs with assets between $1 billion to $5 billion, according to a new report by DeVoe & Company.</div> <p><a href="http://wealthmanagement.com/rias/mega-deals-2015-inspire-large-rias-sell-q1" target="_blank">read more</a></p> http://wealthmanagement.com/rias/mega-deals-2015-inspire-large-rias-sell-q1#comments RIAs Wed, 25 May 2016 10:00:00 +0000 1190771 at http://wealthmanagement.com Deutsche Bank Names New Head of Wealth Management in the Americas http://wealthmanagement.com/blog/deutsche-bank-names-new-head-wealth-management-americas <div class="node-body blog-body">Patrick Campion rejoins Deutsche Bank to lead Wealth Management in the Americas, DSG Wealth Management joins HighTower and Kaley Cuoco's prenup protects her in divorce.</div> <p><a href="http://wealthmanagement.com/blog/deutsche-bank-names-new-head-wealth-management-americas" target="_blank">read more</a></p> http://wealthmanagement.com/blog/deutsche-bank-names-new-head-wealth-management-americas#comments People RIAs Blogs Asset Protection High Net Worth The Daily Brief Wed, 11 May 2016 10:00:00 +0000 1179941 at http://wealthmanagement.com United Capital Tightens Its Filter With Latest Deal http://wealthmanagement.com/rias/united-capital-tightens-its-filter-latest-deal <div class="node-body article-body">United Capital's acquisition of HFI Wealth Management, an advisory firm with about $332 million in assets, is one example of its increased selectivity in the wake of the debut of FinLife Partners.</div> <p><a href="http://wealthmanagement.com/rias/united-capital-tightens-its-filter-latest-deal" target="_blank">read more</a></p> http://wealthmanagement.com/rias/united-capital-tightens-its-filter-latest-deal#comments RIAs Wed, 04 May 2016 09:00:00 +0000 1173991 at http://wealthmanagement.com <p>United Capital&rsquo;s launch of FinLife Partners allows it to be more selective in its acquisitions.</p> Lightyear Fuels Further Acquisitions for Wealth Enhancement Group http://wealthmanagement.com/rias/lightyear-fuels-further-acquisitions-wealth-enhancement-group <div class="node-body article-body">The private equity-owned RIA made its second acquisition in as many months, adding Houston-based Sound Financial Solutions, with $260 million in assets. </div> <p><a href="http://wealthmanagement.com/rias/lightyear-fuels-further-acquisitions-wealth-enhancement-group" target="_blank">read more</a></p> http://wealthmanagement.com/rias/lightyear-fuels-further-acquisitions-wealth-enhancement-group#comments RIAs Mon, 02 May 2016 19:35:00 +0000 1172931 at http://wealthmanagement.com Time to Sell? Public Markets Provide a Clue http://wealthmanagement.com/business-planning/time-sell-public-markets-provide-clue <div class="node-body article-body">A new report by ECHELON Partners suggests advisors should look to public companies in the investment and wealth management space as a barometer for private valuations. The signals suggest now may be a good time for owners to sell, before valuations fall. </div> <p><a href="http://wealthmanagement.com/business-planning/time-sell-public-markets-provide-clue" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/time-sell-public-markets-provide-clue#comments RIAs Business Planning Mon, 02 May 2016 13:00:00 +0000 1170761 at http://wealthmanagement.com Top Women-Owned RIAs in 2016 http://wealthmanagement.com/rankings/top-women-owned-rias-2016 <div class="node-body data_table-body">Advisors are ranked by their firm’s total assets under management. To land on the list, female advisors were required to directly own at least 25 percent of the firm. </div> <div class="field-csv-file"> <span>CSV File:&nbsp;</span> <div class="filefield-file"><img class="filefield-icon field-icon-text-csv" alt="text/csv icon" src="http://wealthmanagement.com/sites/all/modules/contrib/filefield/icons/text-x-generic.png" /><a href="http://wealthmanagement.com/site-files/wealthmanagement.com/files/data-tables/Top25WomenRIAs2016 (1) (1).csv" type="text/csv; length=2685">Top25WomenRIAs2016 (1) (1).csv</a></div> </div> <div class="field-disable-sidebar"> Off </div> <fieldset class="fieldgroup group-images"><legend>Images</legend> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2016/04/women-owned-rias-thinkstock-stockbyte-thinkstockphotos-78033810.jpg?1463086412" /> </div> </fieldset> <p><a href="http://wealthmanagement.com/rankings/top-women-owned-rias-2016" target="_blank">read more</a></p> http://wealthmanagement.com/rankings/top-women-owned-rias-2016#comments RIAs Rankings Thu, 28 Apr 2016 15:43:00 +0000 1170431 at http://wealthmanagement.com Thinkstock/Stockbyte/Thinkstock Charles Schwab Tops in Investor Satisfaction http://wealthmanagement.com/blog/charles-schwab-tops-investor-satisfaction <div class="node-body blog-body">Charles Schwab tops J.D. Power survey, Private Client Services adds Los Angeles foothold, Redstone competency case settles and Manseuto's new mansion revealed. </div> <p><a href="http://wealthmanagement.com/blog/charles-schwab-tops-investor-satisfaction" target="_blank">read more</a></p> http://wealthmanagement.com/blog/charles-schwab-tops-investor-satisfaction#comments IBDs Legal People RIAs Blogs High Net Worth The Daily Brief Mon, 11 Apr 2016 10:00:00 +0000 1154731 at http://wealthmanagement.com Wall Street Is Bullish for Hillary http://wealthmanagement.com/blog/wall-street-bullish-hillary <div class="node-body blog-body">Wall Street predicting a Hillary Clinton landslide, Tony Robbins joins Creative Planning wealth management, Virginia bank acquires independent RIA and Sumner Redstone names daughter Shari his health agent.</div> <p><a href="http://wealthmanagement.com/blog/wall-street-bullish-hillary" target="_blank">read more</a></p> http://wealthmanagement.com/blog/wall-street-bullish-hillary#comments Markets People RIAs Blogs Estate Planning The Daily Brief Thu, 07 Apr 2016 10:00:00 +0000 1152741 at http://wealthmanagement.com Private Equity Firm Buys Majority Stake in NFP Advisor Services http://wealthmanagement.com/ibds/private-equity-firm-buys-majority-stake-nfp-advisor-services <div class="node-body article-body">Stone Point Capital now owns a majority stake in NFP’s advisor business, which will now be known as Kestra Financial. </div> <p><a href="http://wealthmanagement.com/ibds/private-equity-firm-buys-majority-stake-nfp-advisor-services" target="_blank">read more</a></p> http://wealthmanagement.com/ibds/private-equity-firm-buys-majority-stake-nfp-advisor-services#comments IBDs RIAs Mon, 04 Apr 2016 19:18:00 +0000 1150251 at http://wealthmanagement.com Mercer Merges With Kanaly Trust to Create $8 Billion RIA http://wealthmanagement.com/rias/mercer-merges-kanaly-trust-create-8-billion-ria <div class="node-body article-body">The acquisition creates one of the largest RIAs in the country and adds trust services to Mercer’s offerings, a capability it was previously lacking. </div> <p><a href="http://wealthmanagement.com/rias/mercer-merges-kanaly-trust-create-8-billion-ria" target="_blank">read more</a></p> http://wealthmanagement.com/rias/mercer-merges-kanaly-trust-create-8-billion-ria#comments RIAs Mon, 28 Mar 2016 16:09:00 +0000 1143971 at http://wealthmanagement.com