But not all new RIAs have the same starting line. Trade publications serving the ... is a different story altogether. A brand new RIA, with few or no assets, presents unique challenges to a ...

Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news.

For the first time, Barron’s is ranking the largest registered investment advisor firms separately from its broader RIA ranking. For our list of mega RIAs, we selected firms that manage 2% or ...

Following on a week in which at least 15 deals were announced, the second week of August proved to be relatively slow in the RIA mergers and acquisitions market. CI Financial announced three ...

This year has already set new records for mergers and acquisitions activity in the registered investment advisor space, with 269 total transactions completed so far in 2024, according to data ...

The rankings are meant as a starting point for clients looking for an RIA firm — a first-pass vetting that can help investors narrow a search. Every firm will have its own approach to investing ...

Transactions for registered investment advisors are on the rise, plenty of new buyers are crowding the market, and RIA owners keep getting older and eyeing an exit, which indicates the persistent ...