How Private Equity Impacts Indie Wealth Managers
By Alan MooreIndependent advisors want to focus on their firms' values and plans, but private equity's views may not allign with them.
July 22, 2025
PE Firms in Bidding Wars for Fast-Growing RIAs: CerulliMinority investors and private credit firms are also circling, the research group finds.
July 22, 2025
EP Wealth Adds $1.2B Advisor Team in ChicagoThe new strategic partnership with Rappaport Reiches Capital Management aims to strengthen the firm's Midwest presence.
July 18, 2025
RIA Deals Set a First-Half Record: DeVoeDealmaking surged despite stock market turmoil, shifting interest rate expectations and geopolitical shocks.
July 17, 2025
RIA Growth Surged in 2024 and Remains a Priority: SchwabAUM increased by 16.6% while revenue was up by 17.6%, a benchmarking study found.
July 15, 2025
Hightower Names Longtime Goldman Exec as Chief Advisory OfficerScott Hadley is filling the new role at the wealth manager, tasked with overseeing advisor engagement and support.
July 14, 2025
American Portfolios to Pay $1.75M for Overbilling, False Compliance ReviewsAmerican Portfolios overbilled on alts, failed to disclose payments to an affiliate BD and backdated compliance reviews, the SEC said.
July 11, 2025
Why the Number of BDs Could Drop 20% in 5 Years"Clients, financial advisors, firms and the media all seem to favor the RIA model," consulting exec Chip Roame says.