Fidelity Looking at Record Year in 2025 for RIA Mergers and Acquisitions
Registered investment advisory (RIA) industry continues to see a surge in mergers and acquisitions, defying the broader uncertainty in global economy.
Recent
From Stagflation Fears to Bull Market Optimism: What RIAs Should Know About the Market’s Sudden U-Turn
Over the past few months, the market narrative has flipped dramatically. Client conversations were centered on stagflation risk and trade uncertainty.
FINRA’s New Arbitrator Standards Spark Controversy Among Investor Advocates
Recent changes to FINRA’s arbitrator eligibility criteria are drawing sharp criticism from investor advocates.
Betterment Acquires Rowboat Advisors to Accelerate Platform for RIAs
Acquisition deepens Betterment's portfolio management capabilities, unlocking next-generation tools for tax-efficient, personalized investing.
Emigrant Partners Acquires Minority Stake in Jim Dickson’s Elevation Point to Accelerate RIA Investments
In strategic move that strengthens both firms’ reach in independent advisory space Emigrant Partners has acquired a minority stake in Elevation Point.
A Different And More Immediate Convergence Is Shaping Investment Management
The once-clear lines separating traditional and alternative assets are rapidly dissolving.
Barry Ritholtz Explains How Not To Make Stupid Investing Mistakes
The longtime adviser has written a playbook for keeping your strategy simple and not getting in the way of compounding.
