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Saturday, July 4, 2026
Tag: RIA
How an advisor turned the ‘dumbest idea ever’ into a $780M RIA
When John Evangelista became a financial advisor 31 years ago, one of his first orders of business was to apply ...
Could a wave of advisor retirements depress RIA valuations?
With RIA sale prices showing no signs of slowing their rise, a pair of valuation experts nonetheless see a looming ...
6 surprises that come with starting your own RIA
Starting an independent RIA firm as a financial advisor is a difficult undertaking — one that's rife with surprises for ...
Flat RIA fees? There are countless ways to do it
If you keep up with the conversations on wealth management LinkedIn about financial advisor fee models, you'll do a lot ...
Markets sent RIA assets surging. What that means for EBITDA multiples
With AUM totals hitting a record high, RIA owners eyeing an exit sale now have more leverage to demand higher ...
How equity compensation boosts RIA valuation and more
Deciding to pay a current or future partner in equity is only the first step in a complex process for ...
Altruist Plans To Launch A New Corporate RIA (And More Of The Latest In Financial #AdvisorTech – June 2026)
Welcome to the June 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big ...
Hedged in by tech barriers, firm founders leave Wells Fargo to start RIA
When the founders of Gryphon Wealth left Wells Fargo to form their own RIA, they were seeking to shed their ...
The $500M RIA that took off by microtargeting clients
There's targeted marketing, and then there's what Justin Brownlee has done. Processing ContentBrownlee, owner and lead advisor at Brownlee Wealth Management ...
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