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RIA MARKET CENTRAL

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Savant Acquires $286M AUM Pennsylvania Firm

by FA Staff

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

A Different World

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

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.

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.

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.

Edelman Financial Engines Turns Page After Namesake Advisor Stepped Back

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The company's leadership is working to modernize and grow the $241 billion AUM RIA.

RIA Aggregators And The IPO Endgame

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Private equity loves the RIA business model, Wall Street not so much.

Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

Equitable Acquires Penn Investment Advisors With $600M AUA

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RIA Penn Investment Advisors is a subsidiary of Penn Community Bank.

Merit Financial Acquires Two Conn. Firms With $277M In AUM

by FA Staff

These were the second and third deals closed by Atlanta-based Merit in August.

Resolving The Title Protection Quandary

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Decades after the financial planning profession emerged, the question of who gets to use the name is still dividing people.

6 Tech Trends For Philanthropists

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Keep these trends in mind if you want to help wealthy donors turbocharge their impact.

Volatility Didn't Kill Crypto. It Changed It.

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If anything, there are now more eyes on the world of digital assets after a massive drop in prices and a string of catastrophic failures.

Understanding The Rule Of 40%

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The Rule of 40% is a solid way to think about the mix between the growth and profitability of your business

Merit Financial Establishes 401(k) Division With Acquisition of Wisconsin Firm

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Mersberger Financial Group manages $830 million in AUM and has offices in Sheboygan Falls and Appleton.

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.

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