RIA Edge

Sanctuary announced several new capabilities at its Oasis conference in Hollywood, Fla., as it continues to integrate the tru Independence acquisition.

Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to Echelon Partners

There are additional deal structures beyond the traditional note, but the ramifications vary considerably from one approach to the other.

The deal with Landmark Wealth Management Group marks Beacon Pointe’s fifth transaction this year and expands the firm’s Midwest footprint.

New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025.

Following its purchase of $45 billion Hall Capital Partners, private equity-backed Pathstone will now have a national footprint with 23 offices and over 750 team members.

The RIA partnership has acquired a solo practice in Colorado Springs and hired a veteran advisor from Charles Schwab in Orlando, Fla.

The acquisition of Sweet Financial is Carson’s second-largest deal to date.

Private equity firm Warburg Pincus exits its investment in Kestra after five years, while Stone Point returns as majority owner.