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 ...

This is the 20th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

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 ...

Strategic RIA acquirer Modern Wealth Management has hit a new AUM milestone with its latest deal in California as Aspen Standard Wealth, a self-style long-term partner for independent advisory firms, ...

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

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 ...

Modern Wealth and Aspen Standard Wealth have announced acquisitions this week, amid a bullish outlook for RIA mergers and acquisitions in 2025. Aspen Standard Wealth has acquired the $2.9 billion AUM ...

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 ...

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 ...

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and ...

Modern Wealth Management, a private equity-backed registered investment advisory launched last year by former United Capital executives, has acquired Petso Financial Consultants, a fee-only RIA with ...