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Nearly $13B Changed Hands in RIA M&A in AugustNearly $13B Changed Hands in RIA M&A in August

Led by strategic acquirers like Hightower and Creative Planning, RIA M&A kept up the hot pace set in June, with 12 deals announced in August for $12.89 billion in AUM.

byErick Bergquist
Sep 14, 2020
|
1 Min Read
digital data finance
RIA
Docupace Appoints New CMODocupace Appoints New CMO
bySamuel Steinberger
Sep 10, 2020
1 Min Read
falkner-advisors.jpeg
RIA
Cetera Lands $100M Falkner Financial AdvisorsCetera Lands $100M Falkner Financial Advisors
bySamuel Steinberger
Sep 9, 2020
1 Min Read
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RIA
The Ten to Watch in 2021The Ten to Watch in 2021
byWealthManagement.com Staff
Sep 9, 2020
11 Slides
ten-to-watch-2021-promo-.jpg
RIA
Who Is on Your Radar?Who Is on Your Radar?
byDavid Armstrong
Sep 9, 2020
1 Min Read
Caroline Crenshaw Ten to Watch 2021
RIA
Ten to Watch in 2021: Caroline CrenshawTen to Watch in 2021: Caroline Crenshaw
byPatrick Donachie
Sep 9, 2020
1 Min Read
Phuong Luong Ten to Watch 2021
RIA
Ten to Watch in 2021: Phuong Luong
Ten to Watch in 2021: Phuong Luong
Sep 9, 2020
|
1 Min Read
byAsia Martin, Reporter
Carter Malloy Ten to Watch 2021
RIA
Ten to Watch in 2021: Carter Malloy
Ten to Watch in 2021: Carter Malloy
Sep 9, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Runik Mehrotra Ten to Watch 2021
RIA
Ten to Watch in 2021: Runik Mehrotra
Ten to Watch in 2021: Runik Mehrotra
Sep 9, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
George Nichols III Ten to Watch
RIA
Ten to Watch in 2021: George Nichols III
Ten to Watch in 2021: George Nichols III
Sep 9, 2020
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1 Min Read
byDiana Britton, Moderator, Managing Editor
06-Samantha-Russell.jpg
RIA
Ten to Watch in 2021: Samantha Russell
Ten to Watch in 2021: Samantha Russell
Sep 9, 2020
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1 Min Read
byAsia Martin, Reporter
Kimberly Sanders
RIA
Ten to Watch in 2021: Kimberly Sanders
Ten to Watch in 2021: Kimberly Sanders
Sep 9, 2020
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1 Min Read
byDavid H. Lenok, Senior Editor
Luke Winskowski Ten to Watch 2021
RIA
Ten to Watch in 2021: Luke Winskowski
Ten to Watch in 2021: Luke Winskowski
Sep 9, 2020
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1 Min Read
byDiana Britton, Moderator, Managing Editor
Yang Xu Ten to Watch 2021
RIA
Ten to Watch in 2021: Yang Xu
Ten to Watch in 2021: Yang Xu
Sep 9, 2020
|
1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Craig Howell Young Ten to Watch 2021
RIA
Ten to Watch in 2021: Craig Howell Young
Ten to Watch in 2021: Craig Howell Young
Sep 9, 2020
|
1 Min Read
byErick Bergquist
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RIA
RIA Lending Is Thriving, Despite the Pandemic
RIA Lending Is Thriving, Despite the Pandemic
Sep 8, 2020
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1 Min Read
byErick Bergquist
Barry Ritholtz and Peter Mallouk at Wealth/Stack
RIA
Exclusive: This Is the First Time Ever This RIA Giant has Spoken at a Finance Conference
Exclusive: This Is the First Time Ever This RIA Giant has Spoken at a Finance Conference
Sep 3, 2020
Wealth Enhancement Group
RIA
Wealth Enhancement Group Acquires $440M New York RIA
Wealth Enhancement Group Acquires $440M New York RIA
Sep 3, 2020
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1 Min Read
byAsia Martin, Reporter
Creative Planning Wealth Management President Peter Mallouk
RIA
Creative Planning Adds Atlanta RIA TrueWealth With $1.6 Billion in AUM
Creative Planning Adds Atlanta RIA TrueWealth With $1.6 Billion in AUM
Sep 2, 2020
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1 Min Read
byErick Bergquist
businessman handcuffs money
RIA
SEC Charges Conn. Advisor With Defrauding Retiree Client
SEC Charges Conn. Advisor With Defrauding Retiree Client
Sep 2, 2020
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1 Min Read
byAsia Martin, Reporter
Raymond James had 3212 advisors last year up by only 19 from 2011
RIA
Raymond James Attracts $1.2 Billion Advisory Team
Raymond James Attracts $1.2 Billion Advisory Team
Sep 1, 2020
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1 Min Read
byPatrick Donachie, Senior Reporter
mark-tibergien-pershing.jpg
RIA
Mark Tibergien Returns to Talk Retirement, RIAs and PPP Loans
Mark Tibergien Returns to Talk Retirement, RIAs and PPP Loans
Aug 31, 2020
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1 Min Read
byAsia Martin, Reporter
businessman-behind-bars-jail-Pict Rider.jpg
RIA
Former Florida Advisor Sentenced to 10 Years in Prison
Former Florida Advisor Sentenced to 10 Years in Prison
Aug 27, 2020
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1 Min Read
byAsia Martin, Reporter
mark-tibergien-pershing.jpg
RIA
Former Pershing Exec Mark Tibergien Joins Pathstone’s Board
Former Pershing Exec Mark Tibergien Joins Pathstone’s Board
Aug 26, 2020
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1 Min Read
byAsia Martin, Reporter
businessman-exit-sign-revolving-door.jpg
RIA
LPL, Cetera Add Teams from Voya, Securities Service Network
LPL, Cetera Add Teams from Voya, Securities Service Network
Aug 26, 2020
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1 Min Read
byDiana Britton, Moderator, Managing Editor
The Rock and Dany Garcia
RIA
Smackdown! The Rock Is 'Strategic Investor' In Acorns
Smackdown! The Rock Is 'Strategic Investor' In Acorns
Aug 26, 2020
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
waddell-pittsburgh-stock-ticker2.jpg
RIA
Waddell & Reed's New Exec Aims to Reshape Firm's Tech
Waddell & Reed's New Exec Aims to Reshape Firm's Tech
Aug 25, 2020
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
dennis-stearns.jpg
RIA
Hightower Acquires $1.3B RIA Stearns Financial Group
Hightower Acquires $1.3B RIA Stearns Financial Group
Aug 25, 2020
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1 Min Read
byDiana Britton, Moderator, Managing Editor
advisor phone money data finance
RIA
tru Independence Announces New PE Backing, COO
tru Independence Announces New PE Backing, COO
Aug 20, 2020
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1 Min Read
byErick Bergquist
handshake-blurred.jpg
RIA
Good Life Companies Adds Two Advisors From Banking Channel
Good Life Companies Adds Two Advisors From Banking Channel
Aug 20, 2020
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1 Min Read
byDiana Britton, Moderator, Managing Editor
rising-arrows-chart.jpg
RIA
What Crisis? RIA M&A Resurges in First Half of Q3
What Crisis? RIA M&A Resurges in First Half of Q3
Aug 19, 2020
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1 Min Read
byErick Bergquist
LPL financial
RIA
LPL’s Consulting Head, Andy Kalbaugh, to Retire
LPL’s Consulting Head, Andy Kalbaugh, to Retire
Aug 14, 2020
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1 Min Read
byDiana Britton, Moderator, Managing Editor
riskalyze-ma-panel.png
RIA
RIA Deal-Makers Predict a Resurgence in M&A in the Second Half of 2020
RIA Deal-Makers Predict a Resurgence in M&A in the Second Half of 2020
Aug 13, 2020
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1 Min Read
byErick Bergquist
Transparency with Diana B podcast
RIA
Transparency with Diana B.: When a Sudden Health Crisis Hits in a Foreign Land
Transparency with Diana B.: When a Sudden Health Crisis Hits in a Foreign Land
Aug 12, 2020
byDiana Britton, Moderator, Managing Editor
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Sponsored Content
RIAs are reinventing the industry. It’s your turn.
RIAs are reinventing the industry. It’s your turn.
Aug 12, 2020
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1 Min Read

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