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

A new survey from DeVoe & Co. suggests a big shift in what RIA firms need today in order to attract potential acquirers. (Hint: It's no longer just superstar advisors.) ...

The loss of a $129 billion team for Merrill set the high-water mark in a year that also saw the departure of huge teams from ...

Wealth Enhancement announced that it has acquired Ascent Private Wealth, a hybrid RIA in Spartanburg, S.C. that oversees more than $240 million in client assets.

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 ...

In addition, Maridea Wealth launches tax and business services through acquisition, and Wealth Enhancement continues year-end ...

Something fundamental has shifted in wealth management over the past year. Walk into any advisory firm today and you’ll hear the same story: clients aren’t asking if they should own crypto anymore.

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

Two weeks ago, Tampa, Fla.-based Concurrent Investment Advisors announced that it had added seven advisory firms in the fourth quarter, lifting assets under advisement past $15 billion and growing ...

Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, announced it will be partnering with Ascent Private Wealth, a hybrid RIA in Spartanburg, South ...

At first, earnouts were the skunks at the M&A garden party as far as the sellers of independent wealth management firms were concerned. Sellers complained that the payments, contingent on them meeting ...