The 150 largest fee-only financial planning firms manage a combined $1.09 trillion across more than 949,000 client accounts, according to this year's edition of the RIA Leaders rankings. Processing ...

As co-head of Dynasty Investment Bank, I spend much of my time evaluating RIA firms for potential mergers and acquisitions. Over the years, I’ve seen firsthand that there’s no single formula for what ...

Touchstone Investments, a Cincinnati-based fund manager and subsidiary of Western & Southern Financial Group, is boosting its RIA outreach through several leadership hires as part of the firm’s ...

Mergers and acquisitions among registered investment advisors continue their brisk pace, with the first half of 2025 setting a record for transactions announced, according to DeVoe and Co., an ...

Forbes contributors publish independent expert analyses and insights. Tim Newcomb covers tennis gear/business, stadiums and shoe tech. There’s a growing sight on tennis courts: tennis sunglasses. In a ...

Registered investment advisory firms topped previous records in many key business metrics in 2024, with assets under management crossing $144.6 trillion. The number of firms registered with the ...

TEMPO.CO, Yogyakarta - The Prambanan Jazz Festival 2025 is set to take place from July 4-6, 2025. This highly anticipated music event will feature an impressive lineup, including world-renowned jazz ...

RIA Eyewear has become a stout go-to for golfers when it comes to peak sight on the golf course. Alongside RIA's golf collection, the company also specializes in tennis, pickleball, squash and ...

The Nasarawa State Investment Development Agency (NASIDA) has launched a training initiative to help Small and Medium Enterprises (SMEs) in the state adopt climate-smart practices to mitigate the ...

The perfect storm of Registered Investment Advisor (RIA) mergers and acquisitions (M&A) is only growing stronger. According to a new study by Fidelity Investments, 2015 saw 89 RIA M&A deals, while ...

Ibrahim A. Abdullahi, the pioneer Managing Director and Chief Executive Officer of the Nasarawa Investment and Development Agency (NASIDA), has redefined the economic landscape of Nasarawa State since ...

Financial advisory firms are undergoing a significant transformation as more and more brokers are transitioning to Registered Investment Advisors (RIAs). This change is driven by a desire for greater ...