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

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

This story is the first in a series Financial Planning Chief Correspondent Tobias Salinger is writing on how to build a successful RIA. Check back weekly for the next story, or find it by following ...

This story is the fourth in a series Financial Planning Chief Correspondent Tobias Salinger is writing on how to build a successful RIA. Here are the previous stories in the series: When should a ...

PRAIRIE VILLAGE, Kan., July 24, 2025 /PRNewswire/ -- Financial Advisor Magazine has named Fortis Capital Advisors the #2 Fastest-Growing Registered Investment Advisor (RIA) in the U.S. and one of ...

Elsewhere, mega-RIA Mercer Advisors expanded in Idaho with a female-led boutique firm, while AssetMark adds another $3 ...

Storen Financial, a financial planning and accounting firm based in Zionsville, Ind., has aligned with Dynasty Financial Partners to launch a registered investment advisor entity, Storen Legacy ...

The bank has bought the Securitize For Advisors unit, bringing the RIA-focused crypto wealth management platform in-house.

Digital assets custodian Anchorage Digital is making a push into the RIA market through its new acquisition of Securitize For ...