RIA News

Investing in venture capital funds targeting tech start-ups carries high risks and requires a tolerance for decades of illiquidity. But all it takes is one outperforming company to make it worth it.

Boston-based KinneyMunro Wealth Advisors seeks to deliver "a differentiated investing experience."

In its 2nd acquisition of 2024, WEG picked up a firm with offices in Florida and New York.

Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives.

The survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone firms.

Wright Ford Young & Co. launched its new division on the Integrated Partners platform.

Pollock Salah Wealth Partners joins from First Republic, which was acquired by JPMorgan Chase last year in the wake of regional banking crisis.

Created by former Mariner and Focus dealmakers, Hue Partners is all about the human aspect of RIA M&A.

I’ve always said that the investment advisory/financial planning profession is built on relationships and legacy. Failing to invest in your firm’s relationships with its employees as part of that strategy is a surefire way to fail.

Brookfield Oaktree Wealth Solutions was an early mover in developing alternatives for individual investors. Here’s where it stands today.