RIA Edge

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.

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.