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Cerulli Associates finds true fee-only RIAs are growing more slowly than hybrid firms with brokerage ties or insurance licenses among the largest wealth managers.
An organization of investors' attorneys supports the regulation, arguing it could address the continued issue of unpaid arbitration awards.
The latest Fidelity Investments M&A report displayed a trend that dealmakers had already been noticing: RIA buyers are getting more selective. But experts say sellers can still...
Fines, a proficiency overhaul and a cyber lawsuit all feature in CIRO's year-end wrap
The changes were modest, indicating that RIAs were strategically adding new ETFs to fulfill specific roles within their portfolios.
1099 platform leaders for Mariner and Wealthcare say they are meeting with advisors who are getting fed up with SEC reporting requirements related to new technology.
Advisory businesses are becoming larger enterprises with professional management teams and specialized staff, driving bigger transactions beyond just capital influx.
Broker/dealers at the recent RPA roundtable discussed how data challenges slow convergence efforts as firms pursue IRA rollovers, managed accounts and financial planning to connect...
What Defines a Best-in-Class RIA in 2026? The RIA industry is at an inflection point. Investment per...
A new Cerulli Associates whitepaper divides RIAs into fee-only firms, hybrid companies and independent firms with insurance licenses. The results offer a striking view of how conso...
Only 6% of independent RIAs disclosed artificial intelligence use in March 2026 filings, yet those firms manage 11% of industry assets and increased headcount by 15%.
Interactive Brokers, also known by its hot ticker symbol of IBKR, shares much more fee information than most custodians, without revealing much in the way of its scale among RIAs....
In other deal news, Wealthcare adds a $550 million RIA to its 1099 channel, OnePointBFG expands in Florida, and Hightower pulls a $1.6 billion affiliate into its Signature Wealth e...
Despite a record first half, uncertainty and market volatility caused advisors to delay sales, resulting in fewer transactions closing in the third quarter of 2026, according to De...
The J.P. Morgan subsidiary now offers managed and custom model portfolios, plus equity SMAs, in a UMA for RIAs.
The days of a few firms hiring a summer intern with vague plans for them to perform menial tasks around the office may be finally coming to an end. Here's how experts say RIAs can...
One year after $300M deal, referrals through Robinhood that put younger investors in the pipeline and an ongoing clearing relationship with Wells Fargo reflect how TradePMR is a gr...
The 23-person team has left the broker/dealer after 30 years to create Fathom Advisors. The registered investment advisor has selected Schwab as custodian.
Hearing panels handed down 10 permanent bars and 16 suspensions across 39 decisions
RIA leaders from EP Wealth, Snowden Lane and Bogart Wealth all stressed their firms’ focus on organic growth as part of and often above, dealmaking.
Wells Fargo, LPL, RBC, Raymond James and Goldman Sachs are flexing their ability to compete for RIA custody business. But that business also brings them into some unfamiliar, murky...
OpenArc and SageSpring have created internal pipelines of next-generation talent through mentors and team-based approaches, rather than instructing the firms' early career advisors...
Panelists at RIA Edge Orange County said the stumbling blocks to AI implementation in wealth management are more about strategy and leadership than about the rapidly evolving tools...
The competition to win the convergence race is heating up.
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