Registered investment advisor merger and acquisition activity has reached a record high of 273 transactions year-to-date, surpassing 2024’s previous annual record with two more months to add to that ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Clearly more and more families are entrusting independent advisors to manage ...

A promising deal between business partners in the registered investment advisor M&A space started where many promising deals do: At a casual meeting inside a country club, this one in Mission Viejo, ...

Schwab’s latest 2025 RIA Benchmarking Study—based on self-reported data from approximately 1,288 independent advisory firms holding over $2.4 trillion in client assets—delivers powerful insights into ...

This is the 13th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Mergers and acquisitions among registered investment advisors continue their brisk pace, with the first half of 2025 setting a record for transactions announced, according to DeVoe and Co., an ...

RIA Eyewear has become a stout go-to for golfers when it comes to peak sight on the golf course. Alongside RIA's golf collection, the company also specializes in tennis, pickleball, squash and ...

The perfect storm of Registered Investment Advisor (RIA) mergers and acquisitions (M&A) is only growing stronger. According to a new study by Fidelity Investments, 2015 saw 89 RIA M&A deals, while ...