RIA News

Securian’s retail wealth business, including some $72.2 billion is assets across more than 30 independent firms and 1,000 financial professionals, will become a 'distinct community' within Cetera Advisor Networks.

It may be time for wealth management firms to adjust fees, take that crypto course and hire a junior advisor, according to a new Fidelity report.

Mercer has updated its messaging, images and colors to better reflect its position as a national RIA with an integrated approach to financial planning.

Commonwealth and Cerity bring in billions, Steward adds a new exec, IEQ sells a minority stake and Pallas launches a financial literacy program.

The 50,000-square-foot office space in midtown Manhattan will house six RIA acquisitions that are now part of CI's private wealth business.

1834, a division of Old National Bank, offers a single point of contact for high-net-worth wealth management clients.

In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others.

The acquisition of $100 million AUM Sommers Financial Management continues Wealthcare's burgeoning inorganic growth strategy.

As one year ended and another began, RIA acquirers didn’t miss a beat.

Ben Harrison to take full control of the Wealth Solutions division.