RIAs

New research compiled by consulting firm Aite-Novarica Group reveals how dually-registered and fee-only firms diverge in business model and clientele.

While every firm has unique needs, there are several common paths to take.

The PE-backed consolidators picked up firms with a combined $6.7 billion in client assets as high valuations and expansion plans bring sellers to the table.

The big asset manager’s acquisition of O’Shaughnessy Asset Management is the latest in a string of similar deals by Wall Street.

The goal of Flourish Crypto is to help advisors treat digital currencies like any other asset class.

A new report from PIABA says independent advisors are as bad as brokers when it comes to cheating investors and paying awards.

The wirehouse wants MAX to be the central hub for anything a broker needs while working remotely.

A firm with no website and a generic name has served internet pioneers Pierre Omidyar and Jerry Yang for decades.

Berman Capital is the latest big seller to find a larger partner as equity values, tax fears and other factors push deal volume and size even higher in 2021.

Some independent advisors worry the enterprise deal will slow innovation at the wealthtech company.