LPL’s Mariner Advisor Network deal fuels already hot year for RIA M&A
Intense Life Desires In its first big acquisition since its purchase of Commonwealth Financial Network, LPL Financial is...
RIA
What RIA buyers and sellers are prioritizing in a shifting market
What Ben Alge sees today in the wealth management industry is a more institutionalized RIA...
Growth, not ‘lifestyle’ — RIA leaves Commonwealth for Merit
Alex Hansen of Merit Financial Advisors thinks there’s a misconception in wealth management that the...
Building an RIA marketing funnel? Here’s how to do it right
In their initial conversation, a “high earner, not rich yet,” prospective client (a HENRY in...
NewEdge Advisors scoops up RIA with $6B in assets
NewEdge Capital Group is adding to its RIA division with the purchase of an advisory...
Betterment’s next-gen challenge to ‘grandparent’ RIA custodians
Though perhaps still best known as a robo-advisor, Betterment is staking its place among firms...
How ESOPs, 1042 rollovers are shaping RIA succession plans
With a growing share of financial advisors nearing retirement, succession planning has become a major...
Tips to avoid a bad RIA succession plan
A half dozen years ago, planner Joe Ottaviano began thinking about the succession plan at...
How RIA marketing yields organic growth
The largest RIAs show wide disparities in marketing, and how much they spend and how...
‘Culture’ tops talent for RIA acquirers: DeVoe
For advisors hoping their practice will be bought by a larger firm, sheer talent is...