It may be the first year in nearly a decade that the RIA market doesn’t break records, but industry trackers expect it will remain heated as private equity, new players and synergistic opportunities abound.
Aspiriant, Key Private Bank and Merrill Lynch lost advisors to Manhattan West and Steward Partners in moves announced this week, while F.L.Putnam expanded in Maine.
Wealth management is still a growth industry. We’ll never have enough advisors to serve every potential client. So when organic growth hits a wall, it’s exciting to watch the industry’s hungriest, most inventive leaders find a way over it. Instead...
The CEO of SignatureFD discusses the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture.
Recorded live at the RIA Edge Conference, this episode offers an exclusive peek into Liz’s recent transition from investment banking to her new role as president of Cresset, one of the fastest-growing and most successful RIA firms.
The mega-RIA will move 'multiple billions' of dollars to GSAS over the next few years, the firm says, as it opens more advanced investment strategies to HNW clients.
DeVoe & Company’s quarterly 'RIA Deal Book' reported 57 total deals in the second quarter of 2023, a 15% drop from the same period in 2022. This year could be the first down year for M&A activity in nearly a decade.
