Browsing Tag
Registered Investment Advisor (RIA)
58 posts
Organic Growth Drove a Positive 2022 for RIA Firms
A new RIA Benchmarking Study from Charles Schwab found client growth increased 6.2% across all firms
Altruist Gears Up to Challenge Fidelity and Schwab in $128 Trillion RIA Market
Jason Wenk’s 5-year-old fintech with heavyweight investors is now the third-largest custodian in the U.S. by number of firms served
CAPTRUST Acquires $5.8B RIA Firm
The deal marks the first acquisition for CAPTRUST in 2023 and the 64th since 2006
Two 401k-Focused RIAs Tap Fintech Vise for AI-Powered Custom Portfolios
Vise announces Greenstone Wealth Management and CPR Financial and Insurance Services are now using its platform
RIA Combo with a Side of Capital Investment: One Seven, MGO Merge
New combined company oversees $2.8 billion in assets across 11 states as it enters next stage of growth with Merchant partnership
Record Growth for RIA Firms, Report Confirms
IAA, NRS “Investment Adviser Industry Snapshot 2022” shows record highs in firms, aggregate assets they manage, and clients
Retirement Income Planning: Consumers Want It, Advisors Want to Learn More About It
New research from The American College of Financial Services reveals consumers and advisors are aligned on the need for this specialized service
5 Tips to Supercharge Your Annual Review Process
RIA in a Box’s Chris DiTata, Esq., shares helpful tips to remember when designing and implementing annual reviews
Top 3 Areas of RIA Service Expansion: Cerulli
'To preserve profitability levels as they add services, advisors can either adjust their fees upward or implement alternative pricing structures'
Creative Planning Buys Paradigm Financial Advisors
Acquisition of St. Louis-based RIA firm with over $600 million in AUM will accelerate Creative Planning’s growth in the HNW space