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 ...
Saturday, June 13, 2026
Tag: 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 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 ...
How ESOPs, 1042 rollovers are shaping RIA succession plans
With a growing share of financial advisors nearing retirement, succession planning has become a major challenge for the industry. More ...
Tips to avoid a bad RIA succession plan
A half dozen years ago, planner Joe Ottaviano began thinking about the succession plan at Knoxville, Tennessee-based APC Financial Planning. ...
‘Culture’ tops talent for RIA acquirers: DeVoe
For advisors hoping their practice will be bought by a larger firm, sheer talent is no longer enough.Processing ContentRIA acquirers ...
A former broker on the costs of running a new RIA
In the "practice management for financial planners" class I teach at Texas A&M University, I recently asked how many students ...
-1024x683.jpg "Florida Roads Become a Battleground for Illegal Immigration")
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.