The 150 largest fee-only financial planning firms manage a combined $1.09 trillion across more than 949,000 client accounts, according to this year's edition of the RIA Leaders rankings. Processing ...

As co-head of Dynasty Investment Bank, I spend much of my time evaluating RIA firms for potential mergers and acquisitions. Over the years, I’ve seen firsthand that there’s no single formula for what ...

Registered investment advisor merger and acquisition activity has reached a record high of 273 transactions year-to-date, surpassing 2024’s previous annual record with two more months to add to that ...

Forbes contributors publish independent expert analyses and insights. Tim Newcomb covers tennis gear/business, stadiums and shoe tech. There’s a growing sight on tennis courts: tennis sunglasses. In a ...

RIA Eyewear has become a stout go-to for golfers when it comes to peak sight on the golf course. Alongside RIA's golf collection, the company also specializes in tennis, pickleball, squash and ...

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 ...

Financial advisory firms are undergoing a significant transformation as more and more brokers are transitioning to Registered Investment Advisors (RIAs). This change is driven by a desire for greater ...

Kushagra is a dedicated List Writer at Gamerant, a leading platform in the gaming industry. With a passion for video games and a keen eye for detail they can craft engaging and informative articles ...

Perhaps one should avoid the temptation to use house metaphors when describing something like an RIA business. And yet. Like your house, your advisory firm has likely got a lot of your personal stake ...

MOD Pizza has dispelled rumors of bankruptcy amid dozens of restaurant closures, announcing that it has been acquired by a new owner. Elite Restaurant Group acquired 100% of the equity of MOD Pizza ...

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings.

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 ...