Data from PitchBook shows private equity-backed acquisitions in the wealth space are on track to match 2024’s record, with M&A players seeing no cause for deal slowdown even if the current market tumult continues.
The first quarter saw a record number of M&A deals in the RIA space, according to DeVoe & Co., with firms having “figured out how to do deals in higher interest-rate environments,” one consultant said.
Join us on April 10th to discover how financial literacy can help you build trust, personalize content, and engage clients across generations for long-term growth.
The day after Trump announced a global tariff regime, one advisor fielded calls until his cell phone ran out of juice, another praised the virtue of alternatives and most everyone prepared clients for some volatile days ahead.
Marketing and growth experts at RIA Edge Nashville discussed how advancements in client outreach and tracking have made it more realistic for even small RIAs to move beyond relying solely on referrals for new business.
Michael Nathanson shares his vision for Focus Financial, offering an insider’s perspective on the firm’s evolution and differentiators and how that plays into the future of independence.
In their decision, arbitrators wrote that Hightower’s non-compete clause seemed “designed more to punish” former advisor Lars Knudsen, rather than protecting the firm’s “legitimate business interests.”
For RIAs to succeed in the next decade, panelists and attendees of RIA Edge Nashville point to professional businesses that offer recruits a chance to focus on clients.
The CEO of GeoWealth and Goldman Sachs Asset Management executives are championing their approach to get alternative investments and more personalization down market via RIAs.
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