RIA MARKET CENTRAL

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Pathstone Boosts Total Assets Over $100B By Adding $3B AUM Colo. RIA

by FA Staff

Pathstone bills itself as one of the largest RIAs serving the ultra-high-net-worth segment.

New Private Fund Rules: What RIAs Need To Know

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Seven separate new rules are designed to increase transparency and protection for investors.

LPL To Acquire $100B AUM Atria Wealth Solutions

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The deal is expected to give LPL another 2,400 advisors, the firm said.

Cambridge Launches $1.1B AUA Independent RIA Platform BridgePort

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Advisors can transfer majority or minority ownership stakes in their businesses to the new firm.

Mariner Wealth To Acquire 2 RIAs, Create Institutional Unit

by FA Staff

The unit will be formed from the acquisitions of AndCo Consulting and Fourth Street Performance Partners, the firm said.

Joe Duran's Rise Growth Partners Receives $250M Capital Infusion

by FA Staff

Rise said it plans to invest in advisor firms with $1 billion to $5 billion in assets under management.

Focus Expands Leadership Team

by FA Staff

Two of the firm's network RIA leaders will serve as vice chair and president.

MAI Capital Buys $549M AUM Calif. Firm

by FA Staff

Traverso Chambers Private Wealth Management is the third acquisition this year for Cleveland-based MAI Capital.

CAPTRUST Acquires RIA In Texas With $770M AUM Firm

by FA Staff

Engrave Wealth Partners is the fourth acquisition in the state for the Raleigh, N.C.-based CAPTRUST.

Constellation Invests In $19.1B Lido Advisors

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This is the second California deal announced this week for Constellation Wealth.

The Advice Industry Needs New Blood, Cerulli Says

by FA Staff

The industry could lose 37.5% of advisors to retirement over the next decade, the research firm said.

MAI Capital Acquires $1.4B Madison Wealth Management

by FA Staff

The Cincinnati firm builds out MAI Capital's Ohio and Northern Virginia presence.

Dakota Wealth To Acquire Minn. RIA With $400M AUM

by FA Staff

The addition of Ledge Wealth Management will give Dakota about $4.9 billion in client assets under management.

Aon Agrees To Buy NFP For About $13.4 Billion In Cash, Stock

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The deal is to be funded by $7 billion in cash and $6.4 billion in Aon stock.

Wealth Enhancement Group Buys $543M AUM Kentucky RIA

by FA Staff

Landmark Financial Advisors is the first location in the Bluegrass State for Wealth Enhancement Group.

Merit Buys ClearBridge In Atlanta Expansion

by FA Staff

The deal added $300 million in assets under management to the serial acquirer.

From Riches To Rags

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A former Morgan Stanley advisor may have cracked the code on how to keep pro athletes out of bankruptcy.

10 Traits Common To Successful Future RIAs

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Successful advisory firms will have to do these 10 things to thrive.

A Look At Private Equity's Imperative

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Private equity is now in the driver's seat at many RIAs.

CFP Board Will Reveal More In Its Disciplinary Measures

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The board will publish the full case histories of sanctioned individuals.

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