RIA MARKET CENTRAL

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Exencial Wealth Acquires $200M AUM Advisor Firm In Conn.

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Shoreline Financial Advisors has served the New Haven, Conn., area for 15 years.

Savant Wealth Management Buys $3.3B Atlanta RIA

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In addition to its private client business, Capital Directions offers a turnkey asset management platform for CPA firms.

Can The Giant RIAs Keep Growing?

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The growth potential of the RIA business is about to be called.

FP Alpha Updates Roth Conversion Tool

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FP Alpha, a AI-driven advanced planning platform for financial advisors, has released a second-generation Roth conversion tool.

Taking The Financial Sting Out Of Divorce

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This advisor showed a divorcing Brooklyn couple a way out of difficult financial straits.

$107M AUM Advisor Team Joins Boulder, Colo., Raymond James Affiliate

by FA Staff

The duo of Jens Fonnesbeck and Christopher Doll join First Investments & Planning from U.S. Bancorp.

Independence Is About Working Solely For Your Clients

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To be independent, advisors must have a material ownership position in the RIA.

JPMorgan's Aiyengar Becomes Only Female M&A Head On Wall Street

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Anu Aiyengar has been with the firm for more than 20 years and was named co-head of global M&A in 2020.

RIA Deal Growth Swoons To End A Slower 2022

by FA Staff

RIAs accounted for 43% of acquirers in 2022, with most transactions involving private equity firms.

CAPTRUST Expands In Tennessee With Acquisition Of $2.3B RIA

by FA Staff

TrustCore is CAPTRUST's 63rd acquisition since 2006 and the second in Nashville, Tenn.

Schwab, ABRY Acquire Minority Interests In Dynasty

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The investment come almost one year after Dynasty filed for an IPO, which got shelved by the 2022 bear market.

Pathstone Acquires $35B Wyoming Trust Company

by FA Staff

Willow Street of Jackson, Wyo., will retain its name and focus on trust and fiduciary services.

Transamerica Introduces Universal Life Insurance Policy For Workers

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Transamerica has debuted a new universal life insurance policy designed as a voluntary workplace benefit.

Prospering Profession Faces Talent Shortage

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Advisors at Schwab Impact realized they are living in a new world.

F.L.Putnam Launches Alt Investment Platform For Advisors

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The new platform provides RIAs with access to Atrato's proprietary investment manager research.

Savant Acquires $286M AUM Pennsylvania Firm

by FA Staff

Doylestown, Pa.-based SFG specializes in serving executives at publicly traded companies.

Cambridge Debuts Digital Marketing Solution

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RetireTRAC is a comprehensive retirement preparedness and planning system that can also be used as a prospect conversion tool.

What, And What Not, To Say To A Grieving Client

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Trying to console someone by saying "At least they lived a long life" is a big mistake, this advisor coach says.

Annuities Offer Little Benefit To Wealthier Retirement Savers, Morningstar Says

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Social Security bridging strategies are a better alternative for those with large savings, the research firm said.

A Different World

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Perhaps the best times to win new clients are during periods of economic and market turbulence.

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