RIA Edge

The models will span investment options ranging from equity SMAs to evergreen alternative funds.

As the cost of capital comes down, the most active players in the RIA M&A space will invest more aggressively, according to the latest DeVoe & Company RIA Deal Book.

Americana’s leadership and employees will still be significant owners after the deal, while CEO Jason Fertitta and the rest of the leadership team will continue to run the firm.

Petso Financial Consultants represents Modern Wealth’s first office West of Kansas City, bringing its total AUM to over $6 billion.

The deal expands Apollon's presence in Washington, D.C., while giving CIC a more attractive platform for potential recruits.

With NEPC, Hightower and its affiliates will represent over $1.8 trillion in assets under advisement and $258 billion in assets under management.

The deal with Pegasus Partners is the largest since Lido sold a minority stake to private equity firm Constellation Wealth Partners earlier this year.

A sea change is denoted by a radical transformation that requires a comprehensive revamp of a business’s strategies, systems, processes or structures. This significant change is often driven by major market shifts or threats to the...

The 58-year-old RIA pioneer and architect of Mercer’s rapid growth-by-acquisition strategy oversaw almost 90 deals during his tenure. Martine Lellis, principal of M&A partner development, will take on his responsibilities.