Eaglebrook Advisors' CEO Chris King expects his crypto SMA investing firm to jump from managing nearly $400 million to $1 billion over the next 12 months, as president Donald Trump signs the GENIUS Act and Bitcoin comes off new all-time highs.
By Andrew Cohen
After beating its growth deadlines, the employee-owned firm is advancing its PE-free strategy with a streamlined executive structure and newly developed roles.
By Leo Almazora
As more workers are pushed to return to their offices, wealth managers are increasingly being asked to value the benefits of remote work.
By Gregg Greenberg
The transaction will see SEI effectively own 57.5% of Stratos' operating businesses as previous backer Emigrant Partners exits its position.
By Leo Almazora
The RIA custody giant logged a 23% yearly increase in trading revenue, totaling nearly $1 billion for the quarter, as the April selloff and subsequent rebound saw an investing frenzy.
By Leo Almazora
Charles Schwab's 2025 RIA Benchmarking Study shows 97% client retention over a decade, but the industry may face a talent bottleneck with 70,000 new hires needed in five years to match growth.
By Andrew Cohen
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
By Leo Almazora
Nvidia saw restrictions on its China business lifted this week and that is lifting the spirits of wealth managers bullish on the tech giant's future.
By Gregg Greenberg
Patrick McGlothin steps in as managing director at NewEdge from Morgan Stanley, while Kiley Barnhorst MacDonald brings 30 years' experience to her new role at Whittier Trust.
By Leo Almazora
The collaboration will give RIAs yet another access point into the alternatives space through a new unified managed account capability.
By Leo Almazora
A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to DeVoe & Company.
By Andrew Cohen
Carlton will use her experience from Ficomm, United Capital, and Mercer Advisors to foster collaboration and innovation among Merchant's partner firms.
By Leo Almazora
Women will be among the big winners in the Great Wealth Transfer and financial advisors. Here's what advisors need to do to prepare.
By Gregg Greenberg
Hannah Moore, founder of Amplified Planning, stresses the importance of critical thinking, why AI is no substitute for human connection, and why behavioral competencies should be trained "from day one."
By Leo Almazora
Meanwhile, AlphaCore Wealth Advisory welcomes Blackstone and JPMorgan veteran as its new chief investment strategist.
By Leo Almazora
Three industry leaders will join the hybrid RIA's president and LPL alum, Andy Kalbaugh, to help guide its organic and merger-based growth strategy.
By Leo Almazora
Latest survey shows digital tactics and empowerment top of mind for early-career advisors to be satisfied with their firms.
By Leo Almazora
Latest mergers and acquisitions reflect continued rise of industry dealmaking.
By Steve Randall
The private equity era in RIA M&A isn't over but now faces entry from sovereign wealth funds and BlackRock-owned private credit firms. "They play a little bit different role than the traditional private equity investment," Mercer's CEO Dave Welling told InvestmentNews in reference to long-term capital from Singapore's sovereign wealth fund, GIC.
By Andrew Cohen
The seven-person team based in Michigan, which includes two father-son advisor duos, continues Elevation Point's strategy of supporting growth-focused independence.
By Leo Almazora