RIA Edge Podcast: The RIA M&A 2022 Mid-Year Outlook

Jun 28, 2022

Alaris Acquisitions CEO Allen Darby discusses the current state of M&A activity and valuations and offers perspectives on how the remainder of 2022 will take shape.

Advisor Innovations: Shirl Penney on The Modern Independent Advisor

Jun 28, 2022

The president and CEO of Dynasty Financial Partners discusses the history and ecosystem of the independent financial advisor movement.

Oklahoma, Texas Firms Merge to Become Gaddis Premier Wealth Advisors

Jun 27, 2022

Hybrid wealth management firms combine to form $350 million AUM RIA serving North Texas and Oklahoma markets.

DOJ: Former RIA Sentenced to Six Years in $8M Scheme

Jun 24, 2022

The DOJ charged Martin Ruiz for stealing client funds, using the money for personal expenses and renting New York City apartments.

6 Meridian Invests in Next-Gen With Eight New Partners

Jun 24, 2022

HIghtower's Wichita, Kan.–based wealth management firm more than doubles partners with next-gen promotions, plans one-to-one mentorship program.

Wealth Management Firms Are Missing the Target on Next-Wave Client Segments

Jun 24, 2022

Family offices tend to fare better.

Editor's Letter: Getting Clear

Jun 24, 2022

These market cycles are inevitable and, arguably, good for the industry in the long run.

Shannon Eusey on The Current RIA Landscape

Jun 24, 2022

Shannon Eusey, Beacon Pointe Advisors, explores what trends are emerging in the RIA space and what has the next generation excited about this industry.

Paul Zettl on The Power Of Building An Inclusive Culture

Jun 24, 2022

Paul Zettl of Cohen and Steers discusses the importance of cultivating an inclusive working culture.

June 2022 Riskalyze Fintech Five

Jun 23, 2022

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.