Valuations for RIA firms are flattening, but the war for talent is on the rise, say two of the largest RIAs in a virtual discussion with consultant Advisor Growth Strategies.
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Dan Katz, managing partner of Revolve Wealth Partners, talks about his role as the next gen of a business started by his father, the thought process around opting to build an RIA firm from scratch, their 2x growth since going independent, and how...
Most Registered Investment Advisors (RIAs) have achieved impressive growth in clients served and assets managed in recent years, but some have grown at much faster rates than others. Why? Discover the main drivers of RIA growth and value in our...
The performance of publicly traded consolidators has been lackluster, despite favorable conditions in which those business models should thrive, writes Mercer Capital's president.
If other publicly traded RIA aggregators are any indication, CI Financial may not get the valuation it’s hoping for, sources close to the M&A space argue.
