RIA News

Small RIAs discuss how they’re staying relevant and competitive, as the larger firms continue to consolidate.

Cetera-backed Wilde Wealth Management Group has brought on Drew Kliber, who managed $400 million in assets at UBS, as head of its W Family Office division.

The deal with Charles D. Hyman & Company represents Hightower’s second transaction this year.

Chief executives at some of the largest and fastest-growing RIAs in the country argue for the need to institutionalize business development.

Focus initially pulled the deal last month amid the global market tumult that curbed debt issuance. The relaunched transaction essentially has the same terms.

The addition of Philadelphia-based Levy Wealth Management Group pushes WEG’s clients' assets to more than $90 billion.

Pradeep Jayaraman, former co-head of partnerships and business development at Focus Financial, hopes to build on Bluespring’s mergers and acquisitions strategy.

Mesirow continues to grow its wealth management headcount with the addition of Price Wealth Management. The firm will expand further in the Southeast via lift-ins and acquisitions.

Benchmark Wealth Management will join the large RIA, which continues to focus on inorganic growth after expanding its M&A executive team earlier this year.

Advisory firms grew 5.7% last year, according to a new study by The Ensemble Practice. It’s a wakeup call for firms to make marketing a vital function.