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RIA MARKET CENTRAL

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$530M Longo Group Exits Merrill, Affiliates With Sanctuary

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BNY Mellon, Pershing will custody the former Merrill Lynch practice's client assets as they transition.

How One RIA Got JP Morgan And Others To Offer Paid Leave For Voting

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The asset manager is urging companies to give workers the time off to encourage greater voter participation.

Financial Advisors Increasing with Younger Generations

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Stabler Wealth Management Exits Advisor Group Network For LPL

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Advisors Todd Stabler and Dave Mantell managed about $300 million with KMS Financial Services.

PPP Loans Can Complicate The Sale Of Businesses

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There are a host of new considerations for those getting ready to sell their business.

M&A Activity Among RIAs Is Primed To Zoom

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Financial industry leaders say the pandemic has pushed advisors to consider what they want for their futures.

Ex-Ameriprise Advisor Opens Branch In Briarcliff Manor, N.Y. With Raymond James

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Steve Gross, who spent 25 years with Ameriprise, managed more than $165M in client assets.

Hightower Makes Strategic Investment In Texas RIA With $600M AUM

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The deal with Fort Worth-based Teak Tree Capital Management is Hightower's fifth transaction in 2020.

Wayne von Borstel Launches Fee-Only RIA

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The newly-independent Oregon practice will continue to serve retail and institutional investors nationwide.

Emigrant Makes Strategic Investment In $1.7B Hollencrest

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Hollencrest Capital Management LLC is Emigrant's fourth investment partner this year.

Two Northwestern Mutual Advisors Join LPL Platforms With $200M In Assets

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The duo, who operate as Stirling Financial Group, aligned with the LPL-affiliated firm Financial Advocates.

CI Financial Expands To Midwest With Purchase Of $4.5B AUM Balasa Dinverno Foltz

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The Canadian firm acquired Chicago-area heavyweight BDF.

Mercer Advisors Buys $130M Colorado RIA

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Summit Wealth Advisors is Mercer Advisors’ sixth acquisition this year.

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2020 RIA Survey & Ranking: RIAs In The Time Of Pandemic

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The coronavirus shutdown made everybody stop and re-evaluate an industry undeniably in flux.

What's Holding Back Hybrids?

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Many hybrid RIA firms continue to lag pure RIAs when it comes to valuations.

RIA M&A Activity Took A Pause In Q2

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Covid-19 has slowed down the world, including M&A deals for RIA firms, says DeVoe & Company.

How Pandemic Washed Away Profit Margins For Small RIAs

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When the COVID-19 tsunami reached our shores, the profit of smaller RIAs retreated with that insidious tide.

Mercer Advisors Buys $900M RIA Firm

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The acquired firm, M.J. Smith & Associates, is a Raymond James affiliate.

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