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 ...

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 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. The vexing ...

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 ...

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 ...

Wealth management is a dynamic industry known for its changes and evolution. But 2021 took things to a new level with more mergers and acquisitions than ever before. The 2021 Echelon RIA M&A Deal ...

Mega-RIA Creative Planning and Chicago-based Waverly have also gained additional scale with hefty acquisitions.

** When you buy products through the links on our site, we may earn a commission that supports NRA's mission to protect, preserve and defend the Second Amendment. ** Rock Island Auction Company (RIAC) ...

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 ...

This eventful week was pretty historic. Joe Biden was sworn in as the 46th president of the United States along with his vice president, Kamala Harris. Biden’s cabinet underwent lengthy confirmation ...