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

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 ...

The serial acquirer with more than $130 billion in estimated AUM is making its debut in Louisiana with a Baton Rouge-based ...

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.

Across the industry, financial advisors are anticipating a busy 2026. From consumer protection cuts to AI regulation, wealth management could look very different a year from now.

Compensation is the “largest expense for a financial advisor” and ultimately drives the valuation of RIAs, says the CFO of ...

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.) ...

Since launching earlier this year, the firm has scaled to work with 400+ firms across RIAs, broker-dealers, and banks.

Certuity Partner and CIO Scott Welch believes some international equity exposure helps build all-weather portfolios, with ...

"The recent amendment allows withdrawal of 80 percent as lump sum instead of the previous 60 percent, with only 20 percent mandatorily annuitized. However, the Income Tax Act has not been amended to ...

For the first time, cultural fit has become the leading determining factor—by far—for registered investment advisories that are in the market to acquire other firms, according to the DeVoe & Company ...