Altruist is creating Altruist Advisors, an RIA affiliation model that provides compliance, custody and operational support ...

The $1.2 billion advisory team left Raymond James to launch on Concurrent’s platform, leveraging its multi-custodial options.

Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. Our 2025 mega ...

It's official: the question is no longer "if" or "when" RIA dealmaking will hit a new record this year, but by how much it will smash its previous peak. With still two months to go until the end of ...

The back-to-back M&A deals underscore surging demand – and a growing dilemma – for mid-market advisory practices across the ...

RIAs aren't just for the wealthy anymore, and they have a fiduciary duty to put their clients' interests first.

This story is the first in a series Financial Planning Chief Correspondent Tobias Salinger is writing on how to build a successful RIA. Check back weekly for the next story, or find it by following ...

Starting a registered investment advisor (RIA) firm could be a logical next step in your career if you're ready to leave your current company behind and strike out on your own. Working as an ...

The world can remain stuck in place for a decade and change more in one year than the past 10. The 2020 pandemic served as an accelerant for all the major trends influencing the RIA business for the ...

In an industry brimming with jargon, acronyms and opaque terminology, it’s no surprise that advisors find it challenging to keep up with the ever-growing variety of models that exist in the industry ...

Milestone Reflects Continued Activity in Rural EB-5 SegmentEB5 United has surpassed 800 I-526E approvals across its ...