RIA News

Two teams with more than $500 million in combined assets have joined the Integrated Partners platform to build out services for wealthier clients.

RIAs should already be providing more than a portfolio and financial plan, say the heads of Morningstar and Pershing X, but will need to do more to capture trillions of assets expected to transfer in the coming years.

For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.

Mike Durso spoke with Louis Diamond at RIA Edge about leaving Morgan Stanley to launch an RIA with support from Dynasty Financial Partners.

As Advisor Group prepares to roll all advisors into a single brand, teams overseeing a total of $765 million have left for Commonwealth, LaSalle St. and LPL Financial.

Little more than a month ahead of its 10th anniversary, Steward Partners brought together hundreds of advisors in Nashville to share best practices, celebrate victories and hand out jerseys.

After growing nearly 800% in five years, PCIA plans to move about $1 billion in client assets to Goldman Sachs to improve custodial services and access.

Adviser Investments is doubling its AUM and bolstering capabilities with the acquisition of Ropes Wealth Advisors from global law firm Ropes & Gray.

Advisor attrition is becoming increasingly common as next-gen talent consider their options—and they want ownership.

A decade-long market of ever-rising asset prices has led many to overlook the need to formalize business development. In a more-challenging growth environment, as much as 5% of revenue should be spent on marketing and sales, according to speakers...