WealthManagement Edge

While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week.

Launches, acquisitions and affiliations were all announced in the RIA landscape this week, as were some key people moves.

Milemarker CEO Kyle Van Pelt assured attendees at the WealthStack conference they shouldn’t be expected to run their firms and have the responsibilities and knowledge of a CTO. 'You should be advisors,' he said.

Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.

Honeytree Investment Management CEO Liz Simmie admitted that the ongoing ESG conversation is a 'hot mess,' but she would still encourage clients to dig deeper into the strategy.