RIA News

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

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

Retired CEO of Pershing Advisor Solutions Mark Tibergien on what it will take for growing RIAs to thrive as consolidation shapes the future of wealth management.

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

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.

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

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

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

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.