Mercer Advisors, the Denver-based mega-RIA with $111 billion in client assets, has refinanced $1.9 billion of debt in its ...

Wells Fargo, LPL, RBC, Raymond James and Goldman Sachs are flexing their ability to compete for RIA custody business. But ...

The firms ready to grow won’t just have the most tools. They’ll connect workflows, organize around outcomes and be work ...

Financial advisor marketing and advisor training program helps RIA owners build qualified prospect pipelines and develop advisors who can produce.NASHVILLE, TN / ACCESS Newswire / October 12, 2026 / ...

Prince Financial Services said it joined LPL’s RIA channel and custodial platform for its technology, advisor service model, ...

This story is the first in a series Financial Planning Chief Correspondent Tobias Salinger is writing on how to build a successful RIA. Check back weekly for the next story, or find it by following ...

Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. Our 2026 mega ...

It's official: the question is no longer "if" or "when" RIA dealmaking will hit a new record this year, but by how much it will smash its previous peak. With still two months to go until the end of ...

When it comes to dealmaking, AI implementation and other factors could eventually replace assets under management as a ...

Billions of dollars of private capital are fueling wealth management mergers, which can lead to improvements for advisors and clients—but not always.