RIA News

Mercer’s deal with HawsGoodwin Wealth comes the same week it announced its acquisition of Cordasco Financial Network, a $510 million Florida RIA.

RIA Lawyers, founded by Max Schatzow, Cary Kvitka and Ryan Walter, will work with advisory firms with assets under management between $100 million and $10 billion.

The combined businesses will continue to operate under the Laird Norton Wealth Management and Wetherby Asset Management names.

While most dismiss nonfungible tokens as speculative, they have profound implications for financial advisors.

Academics at the University of Oregon found that private equity–backed RIAs had a 147% increase in the percentage of their advisors committing misconduct after the takeover.

More than 60% of respondents to a newly-released DeVoe & Company survey expected acquisition activity to continue to climb in 2022, topping 2021's record-breaking year.

MAI Managing Partner Rick Buoncore discusses the deals, as well as his plans to build out new trust services and 401(k) verticals at his firm.

The firm has offices in Chicago and Downers Grove, Ill., serves more than 800 clients around the country, and is the latest example of large, $1 billion-plus RIAs coming into the market as acquisition targets.

The team joined Private Wealth Asset Management several weeks after two other advisors left Wells Fargo to head a new division at the RIA specializing in clients’ real estate and energy needs.

After a long hiatus, Dr. Mark Evans, the creator of NaviPlan, is introducing Conquest Planning. A planned U.S. deployment comes later this year.