In wealth management, the gravitational pull toward RIAs hasn't slowed down. Advisors continue to peel away from wirehouses and brokerage firms in favor of the independence, flexibility and ...

Billion-dollar RIAs are shifting their focus from mergers and acquisitions to organic growth as consolidation continues to reshape the wealth management industry, according to new research from ...

That’s a tough but fair question considering the tidal wave of new private market products hitting the market. And especially when the majority of RIAs are staffed by less than a handful of people ...

The big keep getting bigger. Mariner Wealth Advisors, one of the largest registered investment advisors in the country, is acquiring two independent wealth managers with a combined $1.7 billion of ...

RIAs increasingly invested in ETFs focused on specialized strategies and risk management in the first quarter of 2025, according to a new report from AdvizorPro, an Atlanta-based RIA and financial ...

More registered investment advisors are using multiple custodians for client assets, as measured by looking at separately managed accounts, according to new data from AdvizorPro. RIAs using multiple ...

Data can be a precious commodity for an RIA. But like so many raw materials, this highly sought-after resource can become a significant liability if they aren’t used, managed and stored properly. Not ...

In the world of wealth management, it seems like everyone wants to work at an RIA. In recent years, there's been a mass movement of financial advisors away from wirehouses and other brokerages and ...

Registered investment advisories (RIAs) cater to diverse client needs. Depending on their target market and specialties, some firms may focus on clients with different asset levels, which could affect ...

The interval fund market has seen notable growth in the first half of 2024, with net assets reaching $86.4 billion, a jump of nearly 11% since the first quarter, according to Robert A. Stanger & Co.

In today’s environment, many fiduciary advisors are turning to protection products such as fixed indexed annuities and fixed annuities to offset client portfolio risk. That was one of the findings ...

Game enthusiasts and industry personnel pose for a photograph with "The Sims 4," one of the best simulation games, during the EA Play event at the Hollywood Palladium on June 08, 2019 in Los Angeles.