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June 11, 2024
The deal comes as a Raymond James executive questions if advisors who choose to go with private owners won't regret their decisions in three to five years.
May 26, 2024
Buckingham is merging with Boston-based Colony Group to create a firm with more than $50 billion under management, making it one of the nations top 10 wealth-advisory firms.
May 23, 2024
"More than anything, it was an experience to be shared with the other people lucky enough to see such a dazzling and surprising display."
April 6, 2024
It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.
January 25, 2024
Despite the proliferation of minority buyers in the RIA marketplace, the number of minority deals has declined over the last couple years.
November 28, 2023
The acquisition of Daniels + Tansey adds advisory, investment and tax expertise.
October 23, 2023
Peter Mallouk, owner of Creative Planning, owns a piece of a baseball team and has built a firm potentially worth billions.
September 25, 2023
Dealmaking in the RIA space picked up in the third quarter, a sign we're headed for a period of increased activity, according to DeVoe & Co.
August 29, 2023
A look at seven of the most notable private equity deals in the RIA space.
June 22, 2023
A year into a new acquisition strategy, Carson has added up-market qualified plan capabilities and offices in the Pacific Northwest.