RIA News

Commonwealth and Cerity bring in billions, Steward adds a new exec, IEQ sells a minority stake and Pallas launches a financial literacy program.

The 50,000-square-foot office space in midtown Manhattan will house six RIA acquisitions that are now part of CI's private wealth business.

1834, a division of Old National Bank, offers a single point of contact for high-net-worth wealth management clients.

In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others.

The acquisition of $100 million AUM Sommers Financial Management continues Wealthcare's burgeoning inorganic growth strategy.

As one year ended and another began, RIA acquirers didn’t miss a beat.

Ben Harrison to take full control of the Wealth Solutions division.

New research from WealthManagement.com's WMIQ suggests firms are inhibiting growth by minimizing, and in many cases mishandling, marketing and client communications.

The Ascent Group adds $2.8 billion to Alera's retirement plan and RIA businesses, as well as a proprietary TAMP.

Recent filings with the SEC indicate that the Kingswood/Wentworth deal is on track to close early this year, despite the difficult environment for SPACs.