CEOs and presidents at some of the country’s largest RIAs reflect on a year of rampant acquisition and professionalization ...

RIA executives plan to buy other firms while expanding into crypto investing and estate planning in 2026, according to a ...

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and transparent fee structures.

RIA aggregators buy up RIAs to monetize a larger RIA. However, adding up assets under management will not necessarily generate a multiple on the monetization event that the RIA aggregators and their ...

This is the seventh installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following ...

DeVoe & Company projects RIA M&A activity to keep rising, while another industry dealmaker expects private equity's minority ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

The migration of advisors from big banks and wirehouses to RIAs continues to accelerate. Between 2012 and 2022, the four major wirehouses experienced a 10% decrease in financial advisor headcount.

The perfect storm of Registered Investment Advisor (RIA) mergers and acquisitions (M&A) is only growing stronger. According to a new study by Fidelity Investments, 2015 saw 89 RIA M&A deals, while ...

Compensation costs for registered investment advisories, or RIAs, made up 74% of firms' expenses in 2019, according to the Schwab 2020 RIA Benchmarking Study, released Thursday. The compensation data ...