Industry

Updates from throughout RIA Edge concerning organic growth, M&A, consolidation and private equity in the industry.

Numerous speakers at Wealth Management EDGE said buyers would want to see that its AUM wasn’t primarily tied to a small number of clients and that its growth wasn’t spurred mainly by the market.

The more fine-tuned the questions, the better the responses will be.

How RIAs grow and manage that growth was a focal point of many speakers at Wealth Management EDGE at The Diplomat Beach Resort in Hollywood Beach, Fla.

The impact that artificial intelligence will have on wealth management drew a large crowd at the Wealth Management EDGE conference at the Diplomat Beach Resort in Hollywood Beach, Fla.

The commission’s proposal will make it more difficult for clients “to use false identities to establish customer relationships” with advisors, according to Chair Gary Gensler.

The acquisition of Soudmark Wealth Management is Edelman’s first deal of 2024.

How illogic in DOL’s Retirement Security Rule produces a crisis of identity for insurance professionals.

Live, in person and interactive training works best.

This new wave of 'RIA breakaways' is feeling the pushes and pulls of an evolving industry.