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RIA MARKET CENTRAL

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Creative Planning To Acquire $5B AUM Wipfli

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Wipfli Financial Advisors is based in Milwaukee and was founded in 1999.

Bear Markets Offer A Chance For Advisors To Grow, Consultants Say

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Down times are an opportunity for client acquisition and mergers and acquisitions, they say.

Reverence Capital Takes Majority Stake In SEIA

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Signature Estate and Investment Advisors (SEIA) is looking to double its AUM over the next five years.

Rockefeller Recruits $500M AUM California Team From Merrill Lynch

by FA Staff

TheUgroup, based in Los Angeles, was co-founded by industry veterans John Uriostegui Rod Nakamoto.

CAPTRUST Adds South Carolina Firm With $600M AUM

by FA Staff

Reynolds Investment Management is the second acquisition this year for the Raleigh, N.C.-based CAPTRUST.

Mercer Global Advisors Acquires Delaware RIA With $165M AUM

by FA Staff

Mallard Advisors was founded in 2002 and serves 109 clients.

Mariner Wealth Acquires $8.6 billion AUM RIA In Michigan

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Heber Fuger Wendin Investment Advisors has a niche focus on advising community banks and credit unions.

MarketRank RIA

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Find out how your firm ranks among U.S.-based independent retail RIA firms

Retail RIA Insights

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See insights on the retail IA channel including rep movement, AUM changes and more.

Kudu Investment Acquires Minority Stake In $3B AUM GenTrust

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Since 2018, Kudu has acquired minority stakes in 19 asset and wealth managers worldwide.

What To Do When Your Partners Want To Sell--And You Don't

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When we read about successful M&A deal, we don't see the times one advisor wants to sell and the other partner doesn't.

2022 RIA Survey & Ranking: Goodbye To All That

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Is this the end of “too much of a good thing” in the RIA space?

Ranking The Heavyweights

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Look closely, and you can see what separates the largest firms from the smallest.

RIAs In A Whipsaw Decade

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The days of “too much of a good thing” could be coming to an end.

Creative Planning Acquires Ferris Capital With $775M AUM

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Creative Planning has completed three deals in 2022, bringing $1.6 billion in AUM to the firm.

Other Kinds Of Partners

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How do you create better relationships with investors and other firms important to your strategy?

T. Rowe, Schwab Say Times Call For Changing Investing Approaches

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Asset managers from Schwab and T. Rowe Price talked about the mood of investors and how it shapes portfolios.

65 Incorporated Rolls Out Medicare Planning Software For Advisors

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The software suite has different plan levels to accommodate the needs of small, medium, and large advisory practices.

Whose Fiduciary Standard Are You Using?

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No matter what orthodoxy advisors follow, they often miss certain conflicts of interest.

Advisor Trio With $350M AUM Joins Snowden Lane

by FA Staff

The Mile Creek Global Group will be based in Snowden Lane's New York, Coral Gables, Fla., and New Haven, Conn., offices.

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