Large, well-heeled buyers of multiple registered investment advisors, routinely call consolidators or aggregators, have made ...

"When they hear that their investment manager was accused of fraud, they then transfer the assets to another manager." Constantakis has since moved on to her current role at TIAA after a stint at the ...

Peter Sacripanti, chairman of the new RIA, looks to the generational wealth transfer estimated in the range of $70 to $80 ...

“Although one shouldn’t read too much into a single month of data,” David DeVoe, founder and CEO of DeVoe & Company, said in a statement, “the surge in October’s RIA M&A activity is a ...

The RIA industry recorded the highest monthly volume on record for M&A deals, which DeVoe & Company attributed to firms’ ...

October marked a major monthly milestone for mergers and acquisitions in the RIA space, according to the latest transaction ...

How do I know I can trust these reviews about Ria Financial Services ... called them 4-5 times from each side but still did not get money released for pickup despite answering their all questions ...

I have been approached numerous times over the past year by RIAs owned by PE firms about selling my firm. PE is attracted to RIAs because of ...

Kassim-Lakha has been building a team of 15 people that will support the firm’s RIA partners. “It was what I saw while I was at Advent that opened my eyes to some of the opportunities and pain ...

Chapel & Collins manages about $675m in assets, and Waypoint Capital Advisors manages nearly $1bn in assets for UHNW.

AlphaCore Wealth Advisory of La Jolla, Calif., has agreed to acquired All Season Financial Advisors, a Denver RIA managing about $200 million in assets for high-net-worth clients, according to a ...

Pathstone, a registered investment advisory firm that provides family-office services to ultrawealthy clients, is buying Hall Capital Partners, an RIA with a similar client base with headquarters ...