RIA Edge

Suggestions on how RPAs and RIAs can navigate it via the words of Tao.

The moves mark the latest examples of consolidation at the RIA aggregator; earlier this year, the firm merged The Colony Group with Buckingham Strategic Wealth.

Mercer built the Aspen Partners platform for qualified purchasers in conjunction with Opto Investments.

How does the RIA industry justify acquisitions with high-flying multiples while net organic growth stagnates?

Bridget Venus Grimes, founder of WealthChoice and co-founder of Equita Financial Network, explains how her $90 million AUM firm uses its tech stack to help women tech workers, attorneys, founders and business owners navigate financial challenges.

Salomon & Ludwin has filed a lawsuit against former employees who launched Founders Grove Wealth Partners, claiming they breached employment contracts and stole trade secrets.

“We see the broad RIA community as a very attractive client base for Goldman Sachs,” according to President and COO John E. Waldron.

GalwayPlus will be an “ecosystem” that links together businesses across Galway Holdings to better serve sports and entertainment clients.

Wealthcare Capital Partners aims “to meet the needs of select advisors interested in joining Wealthcare.” It has already recruited a Towson, Md.-based advisor with nearly $141 million in assets.

Buyers and sellers must commit to one another through good and bad market cycles, knowing that a divorce could be messy and expensive.