Charles Paikert

The New York aggregator’s performance to date “will make it easier for other RIAs to go public,” says industry analyst Chip Roame.

New COO is pitching firm’s name, platform — and capital.

Independent Neal Simon was overwhelmed by a popular Democratic incumbent.

A $6 billion RIA deal may signal a reversal of lackluster market activity.

Owners in transition should make a clean break to avoid confusion, says consultant David DeVoe and former Aspiriant CEO Tim Kochis.

Be prepared for hard decisions and setbacks, say RIA executives.

Advisors are planning to increase ETFs as a primary option, the firm finds. Plus, “the most exciting numbers in the survey.”

Traditional planning strategies will become obsolete.

Thanks to strong organic growth, small RIAs are growing slightly faster than their larger counterparts.

Consolidators and large RIAs were leading buyers in the third quarter.