Three RIA Acquirers on What it Costs to Create a "Profitable" Deal
Outside input is important, but choose carefully. There are only a handful of bankers and attorneys with the requisite expertise.
Source: wealthmanagement.com
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Moneta Opens Chicago Office
St. Louis-based firm launches fourth expansion location in four years.
Source: wealthmanagement.com
RIA leaders predict trends for 2022 | Financial Planning
After two years of record M&A, rising asset prices and increasing digitization, independent advisors are poised to take on the brokerages, executives said.
Source: financial-planning.com
The Why Behind Moneta's Self-Funded Trust Company
The leadership team at Moneta says the firm’s recent launch of its own trust company fortifies its independence and commitment to helping clients transfer their wealth from one generation to the next.
Source: planadviser.com
Another RIA Gets Into the Trust Business
Another RIA Gets Into the Trust Business Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend. Last week, Moneta, a registered investment advisor with $27 billion in assets under management, launched its own trust company, Moneta Trust. Moneta CEO and Chairman of the Board Eric Kittner said the move by the partner-owned company was motivated by client demand as well as the RIA’s desire to control the process of establishing and servicing the legal structures for clients....
Source: wealthmanagement.com