Markets sent RIA assets surging. What that means for EBITDA multiples
With AUM totals hitting a record high, RIA owners eyeing an exit sale now have more leverage to demand higher ...
Saturday, November 14, 2026
Tag: RIA
How equity compensation boosts RIA valuation and more
Deciding to pay a current or future partner in equity is only the first step in a complex process for ...
Altruist Plans To Launch A New Corporate RIA (And More Of The Latest In Financial #AdvisorTech – June 2026)
Welcome to the June 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big ...
Hedged in by tech barriers, firm founders leave Wells Fargo to start RIA
When the founders of Gryphon Wealth left Wells Fargo to form their own RIA, they were seeking to shed their ...
The $500M RIA that took off by microtargeting clients
There's targeted marketing, and then there's what Justin Brownlee has done. Processing ContentBrownlee, owner and lead advisor at Brownlee Wealth Management ...
RIA pitches advisors with ‘profitability calculator’
A registered investment advisory firm is seeking to recruit financial advisors with a calculated pitch comparing its fixed fees to ...
Cetera merges employee firms to form $19B RIA
Cetera Financial Group is merging two of its existing divisions, Avantax Planning Partners and The Retirement Planning Group, into an ...
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