M Global Partner, an asset management network operating in the U.S. and Europe, has sold an RIA it acquired in 2021 to Beacon ...

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 ...

It’s good to be king or queen of an RIA when it comes to total compensation, with executives the only positions at registered investment adviser firms that saw significant compensation boosts over the ...

As the RIA movement gains millions more clients with trillions of dollars each year, its identity crisis about defining which firms offer fee-only, fiduciary advice is growing in tandem. Processing ...

Fidelity research shows nearly every month in 2021 has seen several highly recognizable adviser industry names join the ranks of sellers, with November being no exception. Fidelity has published its ...

Wealth management’s fragmentation makes ranking and classifying fee-only RIAs a difficult and often controversial topic. The lack of uniform standards governing exactly which RIAs are fee-only ...

It’s important for any industry to evaluate its current success state, and the financial services field is no exception. In 2021, Fidelity conducted an RIA Benchmarking Study to identify and analyze ...

Riding the wave of a record-breaking stock market, profits at registered investment adviser firms shot up to record levels in 2021, with the typical advisory ­firm producing an average operating ...

Just because the Visa/Plaid deal went bust, doesn’t mean the industry stopped spinning. Independent broker/dealers, registered investment advisors and wirehouses continued to lose or add new ...

A year ago, when RIA Intel highlighted its best stories from 2020, few people had received a Covid-19 vaccine. But as millions of shots went into arms this year — and the world gained health, hope and ...

Strategic RIA acquirers snap up opportunities to expand their reach Kara Greenberg is a senior news editor for Investopedia, where she does work writing, editing, and assigning daily markets and ...