RIA Edge

The big players in RIA M&A may be putting on a good face. But debt-heavy acquirers are starting to feel the impacts of the market environment, and it isn’t pretty.

As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.

Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.

With the addition of the $600 million firm, Kestra is on track for its "best year ever."

The minority investment brings Valeas alongside Kudu Investment Management as the $10 billion AUM firm pursues an inorganic growth strategy.

Amid the Gray Resignation, these steps will help advisory firms recruit and retain fresh talent.

New RIA aggregator on the block, Transcend, formed by execs from Mercer and Budros, Ruhlin & Roe, partners with Lincoln Investment to invest in growing fee-only RIAs.

The partnership gives WEG's 360 advisors access to a customized version of the CAIS alternative investments platform.

Chicago-based and women-led, the former LPL affiliate will join SageView as it continues to build out its wealth management capabilities alongside retirement plans.