Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

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WM RIA Edge Newsletter

JULY 01, 2025

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

CEO Marc Schechter discusses the decision to sell, why he was on the fence about the deal and his thoughts on private equity investment in wealth management.

As RIAs Scale, Talent War Heats Up for In-House M&A Expertise

Acquiring RIAs like Clearstead and Kestra’s Bluespring are in the market for business development hires even as mega- to mid-sized RIAs like Captrust, Soltis and Caprock have recently poached M&A expertise.

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$12B Hybrid RIA The AmeriFlex Group Transitions to Cambridge From Osaic

The AmeriFlex Group said it made the move because Cambridge could support its new affiliations, including a W-2 model for advisors who want to sell and stay, and a pure RIA-only option.

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