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

Private equity firms were behind a record-breaking year of RIA mergers and acquisitions as high valuations and aging advisors ...

Mariner Wealth Advisors achieved 30% organic growth in 2025 by using dedicated business development teams to fill advisor ...

Corey Kupfer is founder & managing partner of Kupfer PLLC, a law firm that specializes in working with RIAs on M&A, tuck-ins, breakaways and succession planning. He’s been telling InvestmentNews how ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter ...

United Capital Financial Advisors (United Capital), an established registered investment advisor (RIA), today announced the acquisition of Groebl Brothers, an RIA located in Leawood, Kansas.

This is the 14th 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 Salinger ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...