RIA News

Sanctuary Wealth CEO Jim Dickson talks about what he sees in the RIA M&A landscape, what he looks for in an acquisition target and where he thinks the industry is headed.

Creative Planning extends Georgia presence with fourth acquisition of 2022.

The RIA hopes both to free up senior advisors to work on more complex tasks and offer opportunities for talent new to the industry.

The national RIA expands its Midwest presence with second triple-transaction week of 2022.

Seven advisors left Wells Fargo this week to create DayMark Wealth Partners with support from Dynasty Financial Partners.

The deal allows $13 billion Homrich Berg to maintain majority control of the firm and fund future M&A.

A new loan enabled by Estancia Capital Partners will allow Snowden Lane to execute its next phase of growth.

Mercer Advisors’ latest deal extends the rapidly growing firm’s California presence.

Alera Group Wealth Services grows AUM to $4.7 billion with its first RIA acquisition, and adds a Pennsylvania office in its wealth management push.