Cetera merges employee firms to form $19B RIA
Cetera Financial Group is merging two of its existing divisions, Avantax Planning Partners and The Retirement Planning Group, into an ...
Sunday, May 3, 2026
Tag: RIA
With no ownership prospects, bank advisors leave to form RIA
Adam Cox's decision to leave his job as the wealth management head of a regional bank to start an RIA ...
RIA M&A valuations reached record in 2025, not for all RIAs
Despite record M&A volume and valuations and a continuing influx of investment into the wealth management industry, buyers are getting ...
LPL’s Mariner Advisor Network deal fuels already hot year for RIA M&A
In its first big acquisition since its purchase of Commonwealth Financial Network, LPL Financial is contributing to what already looks ...
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 landscape than even a few ...
Growth, not ‘lifestyle’ — RIA leaves Commonwealth for Merit
Alex Hansen of Merit Financial Advisors thinks there's a misconception in wealth management that the only reason advisors switch firms ...
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 industry parlance) sounded like one ...
How private equity acquirers are gutting RIA culture
For two decades, wealth management has viewed the growth of the RIA channel through the prism of culture. Financial service professionals, ...
NewEdge Advisors scoops up RIA with $6B in assets
NewEdge Capital Group is adding to its RIA division with the purchase of an advisory firm with $6 billion in ...
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 going up against industry stalwarts ...
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