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What RIA Consolidators Will Be Looking For in 2025

Feb 04, 2025

Asset Managers Have 50+ Interval, Tender Offer Funds in the Pipeline

Feb 03, 2025

Vanguard Drops Expense Ratios on 43% of U.S. ETF, Mutual Funds

Feb 03, 2025

iCapital Enhances Architect Tool; Partners with Apollo

Feb 03, 2025

Data Technology Firm Milemarker Hires Its First CTO

Feb 03, 2025

Featured

Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Ten Best Books of 2024 for Financial Advisors

Dec 05, 2024

America’s 30 Safest and Wealthiest Retirement Towns

Nov 27, 2024

How Well Do You Remember 2019?

Jan 03, 2023

Highlights

What RIA Consolidators Will Be Looking For in 2025

Feb 04, 2025

Bigger is better only when growth is good.

Mercer Advisors Closes First Deal of 2025 With Nashville-Area RIA

Feb 04, 2025

Denver-based Mercer Global Advisors announces acquisition of Financial Partners Group, expanding its presence in...

Savvy Taps New Growth Officer to Bolster RIA Push

Feb 04, 2025

The tech-driven advisor platform provider has also added RIAs representing $400M to its growing stable of...

2024 Best of the Best

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CW Advisors Announces Double Deal in Its Own Backyard

Feb 03, 2025

Buying Aspire Wealth Management and Fernwood Investment Management will add a combined $800 million to CW Advisors' platform.

N.J.-Based Yorkville Advisors Affiliate Tapped as RIA for Trump Media’s Truth.fi

Jan 31, 2025

The investment manager, who will advise on investments and financial products for Truth.fi, has a prior relationship with Trump Media and beat out SEC allegations of falsifying investment results in 2018.

Summit Stakes $700M Missouri Firm

Jan 31, 2025

The investment in Genex Consulting represents Summit’s first of the year.

Creative Planning's Peter Mallouk Builds $11B Fortune on Goldman, TPG Deals

Jan 31, 2025

When Mallouk took over Creative Planning more than two decades ago, its clients numbered in the dozens. In September, TPG acquired a minority stake in a deal that valued the RIA at $16 billion.

DeVoe: RIA M&A Activity Hit a New High in 2024

Jan 30, 2025

Interest rate cuts spurred a blockbuster fourth quarter for dealmaking that contributed to a record 272 transactions last year.

Adjusted for Risk: M&A Trends in Wealth Management And How to Increase The Value of Your RIA Practice

Jan 30, 2025

Steward Partners' Scott Danner discusses the current trends impacting M&A in the RIA space.

Pitcairn President and CEO Andrew Busser

Pitcairn Announces First Acquisition in 102-Year History

Jan 30, 2025

The storied family office has also launched a new RIA, to which it will transition the vast majority of its $9 billion in...

Hub International Acquires $2B Commonwealth Practice

Jan 29, 2025

Pennsylvania-based Legacy Planning Partners represents the latest addition to Hub Retirement and Private Wealth, a Hub division servicing about $172 billion in total assets.

Sequoia Pens Deal to Acquire $3.8B Minneapolis-St. Paul RIA

Jan 29, 2025

The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.

Dynasty Adds $6.4B RIA SageSpring from Raymond James

Jan 28, 2025

SageSpring is Dynasty’s largest RIA partnership to date and boosts total assets on its platform to $105 billion.

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