M&A consultancy Gladstone Group will put RIA sellers up for buyer review for an upfront $500 fee, calling it a “democratization” of the rampant deal space.
Advisor Anna Rathbun goes live with Grenadilla Advisory, a Cleveland-based RIA specializing in creating personalized alternative investment portfolios for clients.
Christian Mango will join the $143B insurance and wealth aggregator OneDigital to drive its M&A work after spearheading a similar effort at national insurer and advisory Alera Group.
Tony Parr shares Parr McKnight Wealth Management Group's journey at Wells Fargo Private Client Group, and how it leveraged the firm’s independent channels to achieve a “frictionless” launch of its RIA.
The minority RIA investor taps Candice Carlton to launch a new division focused on peer collaboration and growth strategies among Merchant’s over 100 portfolio firms.
Modern Wealth’s fourth deal of 2025, and 17th since its founding in 2023, adds a firm in its home state and bolsters a workplace retirement plan division launched last year via acquisition.
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