RIA News

Financial advisors were split on the current state of the economy, while a majority held a positive view of the stock market in April, according to WealthManagement.com's Advisor Sentiment Index.

As RIAs continue to consolidate, the industry will soon see a $1 trillion AUM firm emerge, Clark predicted at Schwab’s Institutional Investor Day.

Aidan Walsh is the latest hire at the firm staked by Constellation Wealth Capital.

Pilot Financial, which has 105 advisors, joins LPL as an office of supervisory jurisdiction, following Lincoln's sale to Osaic.

Private equity money continues to fund inorganic growth for its chosen firms, and with more buyers comes more competition, according to panelists at RIA Edge.

Martine Lellis, who joined Mercer as chief talent officer in 2020, will serve as principal of M&A partner development, supporting Dave Barton, who continues to lead M&A across the firm.

Stich, who left digital custodian Entrustody in January, joins MarketCounsel this week as executive managing director and will take over a lot of the operational responsibilities from President and CEO Brian Hamburger.