RIA Edge

Adviser Investments is doubling its AUM and bolstering capabilities with the acquisition of Ropes Wealth Advisors from global law firm Ropes & Gray.

Advisor attrition is becoming increasingly common as next-gen talent consider their options—and they want ownership.

A decade-long market of ever-rising asset prices has led many to overlook the need to formalize business development. In a more-challenging growth environment, as much as 5% of revenue should be spent on marketing and sales, according to speakers...

At least eight deals were announced in the RIA space this week, along with five key hires.

Stratos has taken a majority stake in one of its existing firms, San Diego-based BWM Financial, to seed the new division. Stratos Private Wealth will provide a branded, single experience for UHNW and HNW clients.

On day one of DeVoe & Co.’s Elevate conference, attendees were told to channel 'Kung Fu Panda' and be more like Starbucks.