Peter Sacripanti, chairman of the new RIA, looks to the generational wealth transfer estimated in the range of $70 to $80 ...

The new lawsuit comes several weeks after the RIA acquirer dropped its claims against Lars Knudsen. The firm claimed the ...

Large, well-heeled buyers of multiple registered investment advisors, routinely call consolidators or aggregators, have made ...

There's financial outlay and risk, but the rewards of investing in a well-run, growth-minded advisory firm can be huge.

The Boston-based consultant found that RIA consolidators now control $1.5 trillion in assets under management. Whereas in 2018, just 6% of RIA advisors were affiliated with a consolidator representing ...

How do I know I can trust these reviews about Ria Financial Services ... called them 4-5 times from each side but still did not get money released for pickup despite answering their all questions ...

I have been approached numerous times over the past year by RIAs owned by PE firms about selling my firm. PE is attracted to RIAs because of ...

Kassim-Lakha has been building a team of 15 people that will support the firm’s RIA partners. “It was what I saw while I was at Advent that opened my eyes to some of the opportunities and pain ...

LLC, announced today that the financial advisors at Prosperity Investment Management have joined LPL Financial’s ...

LPL Financial (LPLA) announced Ryan Kirby, and Michael Alvarez have joined LPL Financial’s broker-dealer, RIA and custodial platforms, ...

Chapel & Collins manages about $675m in assets, and Waypoint Capital Advisors manages nearly $1bn in assets for UHNW.

Pathstone, a registered investment advisory firm that provides family-office services to ultrawealthy clients, is buying Hall Capital Partners, an RIA with a similar client base with headquarters ...