Mariner Acquires Cardinal Investment Advisors, Doubling Assts Under Advi...

January 14th, 2025
As reported by ThinkAdvisor, Mariner Wealth Advisors announced its acquisition of Cardinal Investment Advisors, a move that will add $292 billion i...

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AmeriFlex Group Achieves Record Growth in 2024

January 13th, 2025
The AmeriFlex Group, a hybrid Registered Investment Adviser (RIA), concluded 2024 with a record-breaking $3.4 billion increase in assets under admi...

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Indivisible Partners Makes First Advisor Hire with $640 Million in Clien...

January 10th, 2025
Indivisible Partners, a registered investment advisory firm established by former Merrill Lynch executives, has welcomed its first advisors since i...

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Carson Group Acquires $1 Billion Partner Practice in Strategic Successio...

January 9th, 2025
Carson Group, one of the nation's leading registered investment advisors (RIAs), has acquired a $1 billion practice led by industry veteran Russ Ni...

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Are Basis Points the New Tax on Financial Advisors?

January 8th, 2025
According to WealthManagement, many financial advisors feel trapped in a system where basis points (bps) increase their costs without a correspondi...

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Alternative Investments Reach $109.4 Billion in 2024 as Investors Shift ...

January 7th, 2025
Alternative investment fundraising surged to $109.4 billion through November 2024, according to Robert A. Stanger & Company Inc.

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Equity Compensation Gains Traction Among RIAs as a Key Tool for Talent R...

January 6th, 2025
In the competitive world of wealth management, equity compensation has emerged as a pivotal tool for registered investment advisory (RIA) firms aim...

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RIA Growth in 2025: Key Insights from Schwab's Benchmarking Report

January 3rd, 2025
The registered investment advisor (RIA) industry is poised for robust growth in 2025, driven by three critical factors: organic growth, talent deve...

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Integrating Tax Services in Wealth Management

January 2nd, 2025
Wealth management firms are expanding their offerings to include tax planning and accounting services to meet growing client demand for comprehensi...

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RIA M&A Activity Hits Record Highs in 2024

December 23rd, 2024
WealthManagement reports that mergers and acquisitions (M&A) activity in the registered investment adviser (RIA) sector has reached unprecedented l...

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Blog

NASAA Tightens Rules on Use of "Advisor" Title to Align with Reg BI

April 17th, 2025
The North American Securities Administrators Association (NASAA) has officially amended its model rule on dishonest or unethical business practices...

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Edward Jones Seeks FDIC Approval to Launch Industrial Bank

April 16th, 2025
Edward D. Jones & Co.'s parent company, The Jones Financial Companies, has filed a new application to launch a Utah-chartered industrial bank, aimi...

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Schwab Expands Access to Alternatives for Wealthy Investors Through iCap...

April 15th, 2025
Charles Schwab has officially launched its alternative investments platform for retail clients with household assets exceeding $5 million, marking ...

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