RIA News

The financial services matchmaker and RIA investor are joining forces to provide succession seekers with more than just an introduction.

At the MarketCounsel Summit, executives with Advisor Growth Strategies questioned the certainty that rising interest rates will result in a cratering of M&A activity.

Schwab Advisor Services looks at how RIAs are sweetening the employment pot to attract top talent.

The Miami-based team led by Rodolfo Rake and Santiago Rey is focused on serving Latin American clients at home and abroad.

Vadim Zlotnikov, president of Fidelity Institutional Asset Management Solutions for almost three years, has been named to lead the realigned division.

EP Wealth picks up its second East Coast firm, adding $274M in assets.

Mercer's latest acquisition adds $5 billion, multigenerational expertise to its platform.

Invenio Wealth Partners in Florida, with $250 million in assets, expands tru Independence's presence in the Southeast.

Second Oakland deal in two weeks is WEG's 13th acquisition this year.

$194M acquisition expands the NFP-owned RIA’s presence in the West.