RIA Edge

Congress completes first acquisition since CI Financial sold its stake to Audax, two Indiana firms merge to create $750 million AUM Wellington Wealth, a 10-person team leaves Ameriprise for OneSeven and NewEdge Wealth adds to Bay Area office.

As the RIA space has become more professionalized, so has the organizational design of top firms.

The agreement to buy GM Advisory Group will add more than $6 billion in client assets to the NFP-owned RIA.

Carson Group replaced its chief technology officer with a four-person technology team as the firm moves to embrace AI-enabled efficiencies.

LPL's 'liquidity and succession' program aims to ease the economic burden of internal succession for practices, while capturing a larger share of the independent advisory market.

Pitcairn CEO Leslie Voth is passing the torch of the century-old firm to Andrew Busser in November.

Dealmaking in the RIA space picked up in the third quarter, a sign we're headed for a period of increased activity, according to DeVoe & Co.