RIA MARKET CENTRAL

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A Big Question For Small Advisors--Why Sell Now?

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Here are some questions to consider if you are an owner of an RIA with $500 million or less in client assets.

Is The End Near At The Wirehouses?

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The headlines, reports and data all seem to indicate that the model is tagged for extinction. But is that really the case?

BlackRock To Buy SpiderRock As Firm Expands Wealth Management

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The investment firm said the deal will increase its ability to offer tax-efficient investment services.

New RIA Launched By Four Partners From Michaud Capital

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Crusonia Capital Partners will operate out of the same Denver office as Michaud, according to SEC filings.

Two Advisors Start RIA In Colorado

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The advisors were previously with CorePath Wealth Partners in Scottsdale, Ariz.

Snowden Lane Recruits Mother-Son Advisor Team

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The pair will operate as the Lewis-Solomon Group in New York City.

Robertson Stephens Acquires Conn. Firm With $180 Million AUM

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The deal puts Robertson Stephens Wealth Management over the $5 billion AUM mark.

Modern Wealth Buys $1.2 Billion AUM Beltz Ianni

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The deal gives Modern Wealth more than $3 billion in AUM and puts it in the retirement plan advisory business.

Perigon Wealth Management Expands With Two New Firms

by FA Staff

The firm continues growth after receiving new investor in January.

Mercer Advisors Acquires $2.5B AUM MDK Private Wealth

by FA Staff

The acquisition of the Seattle-based firm is Mercer's third deal this year.

The Advisory World In 2034--An Advanced Look

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Will giant firms and technology cater to every client whim … or create dystopia?

Women Are Changing The Face Of Advisory Firms

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These amazing women have helped break through the glass ceiling in the industry.

When Retirement Comes At You Fast

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This couple had just days to make decisions that would alter the rest of their lives.

LPL Adds PNC Private Bank Team With $515M AUM

by FA Staff

Endeavor Wealth Strategies of Fort Wayne, Ind., has aligned with LPL affiliate Exemplar Financial Network.

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.

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