More in RIAs

  • Jun 29, 2015
    blog

    Former $3B Deutsche Bank Advisors Launch California RIA

    A San Francisco-based advisory team from Deutsche Bank with $3 billion in client assets launched Intellectus Partners as part of the Dynasty network on Monday....More
  • Jun 29, 2015
    The Daily Brief

    Gay Marriage Stimulus?

    Friday’s Supreme Court decision to extend marriage equality nationwide could have a significant financial impact....More
  • Jun 5, 2015
    Video
    WealthManagement.com Video Network

    Live from Pershing INSITE 2015: Advisor Insights

    Financial advisors answer questions about robo-advisors and crazy client demands at Pershing's INSITE 2015 annual conference in Orlando, Fla....More
  • Jun 4, 2015
    video
    WealthManagement.com Video Network

    Live from Pershing INSITE 2015: Jim Crowley's Commonsense Solutions for Advisors

    Jim Crowley, chief relationship officer and a managing director for Pershing, spoke with WealthManagement.com at the 2015 Pershing INSITE conference in Orlando. Looking at trends within the industry, Crowley recommends commonsense solutions to cybersecurity, growing the business and selecting the right clients....More
  • Jun 3, 2015
    Video
    WealthManagement.com Video Network

    Q&A with Pershing's Mark Tibergien

    Pershing Advisor Solutions CEO discusses robo-advisors, the RIA industry landscape and the DOL fiduciary proposal at the Pershing INSITE 2015 conference in Orlando, Fla....More
  • May 21, 2015
    blog

    Savant Capital Picks Up Chicago-Area RIA

    Savant Capital Management expanded its presence in the Chicago market and boosted its assets to nearly $4.5 billion with the recent acquisition of Orion Capital Management. Winnetka, Ill.-based Orion is a fee-only independent registered investment advisor with six employees and $150 million in assets under management. The move to join Savant was a good growth opportunity for Orion, the firm’s president and founder James W. Kyle Sr. said in a statement Thursday....More
  • Apr 24, 2015
    blog

    Private Equity, Banks Get Back in the RIA Deal Game

    After essentially sitting on the sidelines during 2014, private equity firms and banks were again buying up RIAs in the first quarter of 2015, according to DeVoe & Company....More
  • Apr 15, 2015
    The Daily Brief

    Women Retire Poorer

    RIAs need to view technology as an investment, not a cost, according to the RIA in a Box Compliance Blog. And those firms that are aggressive in adopting new technologies are also the ones that grow the fastest....More
  • Apr 8, 2015
    blog

    New Partnership Brings Client Segmentation to Fidelity RIAs

    Fidelity has partnered with FirstPoint, a firm that specializes in emerging affluent investors, to help RIAs segment and scale their businesses....More
  • Apr 1, 2015
    blog

    Garrett Planning Network Acquired by Insurer: April Fools

    In an April Fool’s Day joke, Garrett Planning Network announced it was being acquired by a bogus life insurance company for more than the rumored amount Northwestern Mutual paid for LearnVest....More
  • Mar 31, 2015
    blog

    RIA 2014 Deal Flow Steady

    Merger and acquisition activity among RIAs remained largely consistent throughout 2014, according to Schwab Advisor Services mid-year review....More
  • Mar 31, 2015
    data table
    REP.

    Top 25 Women-Owned RIAs 2015

    The Top 25 Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ (in which Penton Media has a stake). Advisors are ranked by their firm’s total assets under management....More

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