RIA News

The head of a non-profit executive sourcing firm will take over for outgoing CEO Geoffrey Brown as the NAPFA board seeks permanent replacement.

The RIA platform is on track to set a record after adding 17 teams and more than $3.5 billion in first three quarters of 2022.

The big players in RIA M&A may be putting on a good face. But debt-heavy acquirers are starting to feel the impacts of the market environment, and it isn’t pretty.

As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.

Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.

With the addition of the $600 million firm, Kestra is on track for its "best year ever."

The minority investment brings Valeas alongside Kudu Investment Management as the $10 billion AUM firm pursues an inorganic growth strategy.

New RIA aggregator on the block, Transcend, formed by execs from Mercer and Budros, Ruhlin & Roe, partners with Lincoln Investment to invest in growing fee-only RIAs.

The partnership gives WEG's 360 advisors access to a customized version of the CAIS alternative investments platform.