RIA News

The addition of Ari Hadida, who joins from Valor Advisors, is part of CV’s strategy of building a single-family office at scale.

Financial advisors view the market correction as a normal course of events and a good buying opportunity. “Market volatility is my best friend,” one advisor said. “This is an opportunity to show clients why they pay us a fee, to navigate difficult...

RIA M&A activity has plateaued in recent months, but 2024 is still on track to surpass 2023 volume, according to DeVoe & Company’s latest RIA Deal Book.

Focus was seeking to refinance an existing loan and fund a distribution to shareholders.

HoyleCohen is the latest to be merged into The Colony Group as part of Focus Financial Partners' consolidation strategy.

A new all-in-one tech stack includes components of Wealthscape, eMoney, and Advyzon, while an advisory bundle includes Wealthscape, eMoney and FMAX Essentials, a slimmed down version of FMAX.

Interval funds are being pitched to registered investment advisors as an easy-to-sell entry into direct lending.

Athene’s profit dropped 11% to $710 million.

David Dodson, a former Oppenheimer advisor, has joined to lead the wealth management business.