AmeriFlex Group Achieves Record Growth in 2024

January 13th, 2025
The AmeriFlex Group, a hybrid Registered Investment Adviser (RIA), concluded 2024 with a record-breaking $3.4 billion increase in assets under admi...

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Indivisible Partners Makes First Advisor Hire with $640 Million in Clien...

January 10th, 2025
Indivisible Partners, a registered investment advisory firm established by former Merrill Lynch executives, has welcomed its first advisors since i...

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Carson Group Acquires $1 Billion Partner Practice in Strategic Successio...

January 9th, 2025
Carson Group, one of the nation's leading registered investment advisors (RIAs), has acquired a $1 billion practice led by industry veteran Russ Ni...

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Are Basis Points the New Tax on Financial Advisors?

January 8th, 2025
According to WealthManagement, many financial advisors feel trapped in a system where basis points (bps) increase their costs without a correspondi...

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Alternative Investments Reach $109.4 Billion in 2024 as Investors Shift ...

January 7th, 2025
Alternative investment fundraising surged to $109.4 billion through November 2024, according to Robert A. Stanger & Company Inc.

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Equity Compensation Gains Traction Among RIAs as a Key Tool for Talent R...

January 6th, 2025
In the competitive world of wealth management, equity compensation has emerged as a pivotal tool for registered investment advisory (RIA) firms aim...

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RIA Growth in 2025: Key Insights from Schwab's Benchmarking Report

January 3rd, 2025
The registered investment advisor (RIA) industry is poised for robust growth in 2025, driven by three critical factors: organic growth, talent deve...

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Integrating Tax Services in Wealth Management

January 2nd, 2025
Wealth management firms are expanding their offerings to include tax planning and accounting services to meet growing client demand for comprehensi...

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RIA M&A Activity Hits Record Highs in 2024

December 23rd, 2024
WealthManagement reports that mergers and acquisitions (M&A) activity in the registered investment adviser (RIA) sector has reached unprecedented l...

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Edward Jones Leads Industry in Certified Financial Planner Designations

December 20th, 2024
Edward D. Jones & Co. has claimed the top spot in the industry for the number of Certified Financial Planner (CFP) designations among its advisors.

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