The acquisition of Ratio Wealth Group, a Denver-based firm with $530 million in assets, is Robertson Stephens’ fourth deal this year.
The milestone validates Captrust’s business model and growth of the registered investment advisor space.
RIAs are especially vulnerable to the potential changes stemming from the FTC’s rule.
Firms that have developed a structure to spur organic growth, not just through acquisitions, are the most likely to retain or boost their value.
Salesforce's Michelle Feinstein discusses the findings from the 2024 CTO Think Tank hosted at Wealth Management EDGE.