Give the Gift of Investment

The holiday season is quickly approaching, so most people are starting to think about gifts to buy for their loved ones. But with inflation, the typical presents are more expensive than ever. For this reason, investments become an appealing alternative to a tangible gift.   Why Give...

Read More

Evolving Connection Between RIAs and M&As

The connection between registered independent advisor firms (RIAs) and mergers and acquisitions (M&As) is continuing to evolve. A recent report from the RIA Deal Room provides more insight into the most recent changes in this relationship.    The Biggest Factors Affecting M&As   The report identified several factors that...

Read More

Exploring Trends and Growth for RIAs

There is a continued rise of registered investment advisor, or RIA, firms. This indicates more opportunities for advisors.    Growth of Remote-based RIAs   There has been a steady trend away from wirehouses, which grew exponentially during the pandemic. With better technology, it has become increasingly cost-effective to do...

Read More