RIA News

Do weeks of single-digit deals mean the RIA M&A market has turned a corner? Deal-makers weigh in.

In its 12th acquisition this year, WEG adds a ninth office in Northern California.

A former Morgan Stanley Private Wealth advisor and team launched the multifamily office and investment firm based in Radnor, Pa., with locations in New York City and Boston, backed by Dynasty Financial Partners.

The $1 billion AUM, Indianapolis-based firm will become the 89th partner on the Focus Financial platform.

The 'strategic alignment' brings Matson’s portfolios and investment principles to a 'wide-open' market.

The lift-out of its wealth management business is only the beginning of Choreo’s relationship with the national CPA practice, say firm leaders.

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

The firm’s executives said they are pressing forward on the path toward becoming a national RIA, lowering platform fees, bringing commission trails in-house, expanding capital options for the affiliated businesses, and bulking up its suite of...

The upcoming offering will allow CI to split its Canadian and U.S. businesses and help pay down $3 billion in debt. Ultimately, however, the markets will determine the IPO date, the firm says.

Firm plans to cut leverage in half as its takes US unit public.