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M&A
Record growth at Raymond James as firm adapts to fiduciary rule
"This is a challenging time for the firm with the DoL rule," CEO Paul Reilly said.
New wave of bank-RIA deals gathers strength
"Banks traditionally pay higher valuations, but [RIAs] should go into deals with eyes wide open," Dave DeVoe says.
4 steps to get a succession plan underway
As daunting as creating a transition strategy seems, the sooner advisers start the more successful it is likely to be. Here are some tools to start the process.
United's latest RIA haul underscores rising star of smaller firms
"It’s never been a better time to be a seller," says investment banker Liz Nesvold.
5 strategies to boost your RIA’s valuation
Critical criteria that can raise the market price of an advisers' book.
BlackRock ETFs earn $74B, but firm misses revenue target
Second-quarter costs increased in almost every category for the asset manager including compensation and distribution.
Voices
Expansion plans? Here's what firms should read
Dan Sondhelm
CEO
Sondhelm Partners
Marketing and sales strategies are better received when firms provide information advisers are actually seeking.
Latest Mercer move highlights hot M&A demand for smaller firms
The RIA's 7th deal in 16 months is for a $160M adviser.
New buyer, Wealth Partners, targets smaller RIA firms
Former AMG executives buy stake in three regional wealth managers for use as aggregation vehicles.
Adviser tech cash boom trickles down to even the tiniest firms
In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.
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