RIA Edge

Clients increasingly expect white-glove concierge services from their advisors.

More marketing is not the solution to organic growth for most advisors.

Cetera-backed Wilde Wealth Management Group has brought on Drew Kliber, who managed $400 million in assets at UBS, as head of its W Family Office division.

The deal with Charles D. Hyman & Company represents Hightower’s second transaction this year.

Chief executives at some of the largest and fastest-growing RIAs in the country argue for the need to institutionalize business development.

Take advantage of the full menu of options when going independent.

Focus initially pulled the deal last month amid the global market tumult that curbed debt issuance. The relaunched transaction essentially has the same terms.

The addition of Philadelphia-based Levy Wealth Management Group pushes WEG’s clients' assets to more than $90 billion.

Pradeep Jayaraman, former co-head of partnerships and business development at Focus Financial, hopes to build on Bluespring’s mergers and acquisitions strategy.