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Five Post-Pandemic Affluent Trends

Sep 30, 2022

Three Standouts From AdviceTech.Live 2022

Sep 30, 2022

Trust & Estates: October 2022 Digital Edition

Sep 30, 2022

Seven Must Reads for the CRE Industry (Sept. 30, 2022)

Sep 29, 2022

Featured

The 10 Best and 10 Worst States in Which to Retire in 2021

Jul 15, 2021

Poll: 15 Classic Books on Investing and the Markets

Apr 03, 2020

Fifteen Must-Listen Business Podcasts for Advisors

Aug 14, 2020

Celebrity Estates: Jay Leno and Planning for Classic Car Collections

Feb 22, 2022

Highlights

Oak Hill Capital Buys Out Stone Point’s Stake in Kestra

Sep 30, 2022

Warburg Pincus will remain majority owner of the recapitalized Kestra Holdings.

It's More About Market Domination, Not Diversification, in the Shifting RIA Space

Sep 30, 2022

Retired CEO of Pershing Advisor Solutions Mark Tibergien on what it will take for growing RIAs to thrive as...

Wealth Enhancement Group Buys $677M Hybrid RIA Bohmer Kilcoyne

Sep 29, 2022

WEG's latest acquisition brings its total client assets to more than $57.3 billion.

2022 Wealthies Best of the Best

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Mindy Diamond on Independence: How a $600M Breakaway Team Transformed Into a $2.8B Business

Sep 29, 2022

A conversation with Todd Resnick, co-founder and president of One Seven.

RIA Edge Podcast: Carolyn Armitage on The Importance of Succession Planning for RIAs

Sep 29, 2022

Thrivent Advisor Network's Carolyn Armitage details the best and worst practices for putting a formal succession plan in place.

RIAs: Your Tech Stack Is in Your Way

Sep 29, 2022

The wealth management industry's approach to technology diminishes the value of comprehensive AI-enabled solutions.

Secfi Launches RIA, Targets Startup Employees

Sep 28, 2022

The firm has hired John Morrison, portfolio manager at Dimensional Fund Advisors, to run the RIA, which aims to help startup employees plan around option-rich, but cash-poor, wealth.

EP Wealth Advisors Acquires $1B Minot Wealth Management

Sep 28, 2022

The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion.

Concurrent Departs Raymond James to Form Multi-Custodial Hybrid Platform

Sep 27, 2022

The OSJ is leaving the Raymond James platform to form a hybrid RIA with greater flexibility and access to more resources...

Focus Financial Adds 88th Partner Firm; Sub-Acquires Insurance Firm

Sep 26, 2022

$1.2B FourThought Private Wealth joins Focus in Florida, Ancora Holdings Acquires Alpha Insurance in Ohio.

RIA Edge Podcast: Lisa Salvi on the Secrets of Top-Performing RIAs

Sep 23, 2022

Schwab Advisor Services' Lisa Salvi offers insights into the human capital and professional management approaches driving the growth of the industry’s top firms.

DeVoe Summit Deal-Makers Offer Advice to Would-Be Sellers

Sep 23, 2022

Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to successfully seal a deal and fuel inorganic growth.

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