Charles Paikert is a senior editor at Financial Planning. Follow him on Twitter at @paikert.
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Why RIAs are focusing on firm success rather than individual performance.
April 1 -
An NBA veteran opens a nonprofit RIA to help young athletes manage their sudden wealth.
March 31 -
About 63% of industry professionals say they’re interested in working for a new firm.
March 27 -
The RIA will be combined with Sontag Advisory to create an $11 billion wealth management powerhouse.
March 26 -
Strategic buyers have less cash but more flexibility, experts say.
March 21 -
The $3 billion-plus RIA seeking scale via acquisitions.
March 19 -
Discounted cash flow valuations have become popular, but untangling the formula can be challenging.
March 15 -
Still, advisors thinking of selling are urged not to procrastinate.
March 12 -
Third-party providers can boost AUM, but due diligence is critical.
February 26 -
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The platform provider will keep its New York offices.
February 19 -
Productivity may not come back, but private equity may be the answer for some.
February 14 -
Fintechs are also attracting strong PE interest; robos not so much.
February 12 -
New M&A and lending services bolster the company’s offering but steep challenges remain.
February 11 -
As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.
January 28 -
While the average deal size has climbed above $1.3 billion, solo practices still continue to thrive.
January 24 -
In a surprise move, Liz Nesvold sells investment bank Silver Lane Advisors to Raymond James Financial.
January 23 -
Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.
January 14 -
The frothy seller’s market for advisory firms may be coming to end, says veteran dealmaker Peter Raimondi.
January 3 -
Concerns mount about the aggregator counting tuck-ins as organic growth.
January 2
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