RIAs & Financial Advisors
RIA M&A Activity Redlines Toward Record Year, Poised to Surpass 300 Deals: Devoe & Co.
The registered investment advisory (RIA) mergers and acquisitions market continues to accelerate to...Read more
Kelso & Company Takes 25% Stake in Wellington-Altus at CAD $1.5B Valuation
Wellington-Altus Financial Inc. announced that Kelso & Company will make a minority equity inve...Read more
Blackstone’s Private Wealth Engine Accelerates in Q3 2025
Blackstone’s third-quarter 2025 earnings call underscored the growing power of its Private Wealth...Read more
Dynasty, Diamond Launch Breakaway Investment Banking Initiative
Dynasty Financial Partners and Diamond Consultants have joined forces to launch the Breakaway Inves...Read more
North American Family Offices Embrace AI, Automation as They Prepare for Generational Leadership Shift
North American family offices are modernizing operations and lowering their return expectations as ...Read more
Arch, Archway Group Team to Deliver Unified Platform for UHNW Investors
Arch, an alternatives management platform, and Archway Group, a technology and outsourced services ...Read more
CAIS Launches AI-Powered Assistant to Transform Advisor Access to Alts
CAIS has launched CAISey, an AI-powered assistant designed to fundamentally enhance how financial a...Read more
RIA M&A Surges to Record Highs in Q3 2025, With $1.22T in Transacted Assets
The registered investment advisor (RIA) M&A market continues to defy gravity, recording one of ...Read more
Younger Generations Losing Faith in Social Security, Turning to 401(k)s for Retirement: Study
Only 5% of Generation Z and 16% of Millennials say Social Security will be their primary source of ...Read more