In the Q4 2024 Capital Group / DeVoe RIA Deal Book, interest rate cuts spurred a blockbuster fourth quarter that contributed to a new high of 272 transactions last year.

RIA Roundup: After Hitting $17B in ‘23, Concurrent Scores Advisors from Wells Fargo, Raymond James Carson Group also announces two additions, Realta Wealth names a new CFO and Savant adds to its ...

Brian Spinelli, co-CIO, talks about why the firm prefers passive strategies for U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

Savvy Wealth, a New York–based registered investment advisor that is building its own proprietary technology, has raised $11 million in a Series A-1 funding round led by Berkeley, Calif.–based ...

In the latest RIA deals and moves, Strategic Blueprint and DayMark add new teams while Lido acquires an $870M RIA and a father-son duo join Kestra.

Adero Partners CIO Greg Warner says his evidence-based approach creates the highest probability of success.

Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black Diamond. Black Diamond will deeply integrate with Morningstar’s new ...

The more than $50 million investment in Bleakley will help the hybrid RIA launch an equity ownership program for its advisors and enter the M&A game.

By assuming existing loans, investors can mitigate the risk from rising interest rates and ultimately underwrite a greater leveraged return, market participants say.

When undertaking meaningful estate planning, the inherent tension between potential estate tax savings and income tax consequences of proposed estate tax planning strategies is a key consideration ...

Wealth Management EDGE Podcast: Retirement, Annuities and Regulation Unveiled Protecting the average retiree in a confusing landscape of investment planning vs. financial planning.