RIA Edge

Los Angeles–area investment firm becomes fifth group to join SageView since launch of new M&A growth strategy focused on the intersection of retirement and wealth.

The Florida-based boutique financial services division of Spearhead will become The Bostwick Walters Group within Rockefeller Global Family Office.

The Fure Financial deal will mark Mercer's first foray into the Twin Cities.

Coldstream Wealth Management moves into the Alaska market with the addition of $170 million AUM LWM Wealth Management.

Speaking at the recent Wealth Management EDGE conference, the RIA deal-maker said the math points to a 15% market decline reducing a firm’s valuation by 46%—unless internal adjustments can be made.

Three RIA leaders recently discussed the challenges—and opportunities—of running an advisory firm at the RIA EDGE conference.

Wealth Enhancement Group acquired Kings Point Capital Management, a New York and Tennessee-based independent RIA with $1.7 billion in client assets.

Sanctuary Wealth, which is majority owned by Italian asset manager Azimut Group, also recently signed an agreement with New York-based Kennedy Lewis Investment Management to secure $175 million of financing.

Creative Planning’s latest acquisition brings it to the Boston area, continues firm’s explosive growth.

David DeVoe discusses the whys and ways of RIA growth-by-design.