It’s important for any industry to evaluate its current success state, and the financial services field is no exception. In 2021, Fidelity conducted an RIA Benchmarking Study to identify and analyze ...
Riding the wave of a record-breaking stock market, profits at registered investment adviser firms shot up to record levels in 2021, with the typical advisory ­firm producing an average operating ...
A year ago, when RIA Intel highlighted its best stories from 2020, few people had received a Covid-19 vaccine. But as millions of shots went into arms this year — and the world gained health, hope and ...
Total M&A deals in the registered investment advisor space fell to 65 during the second quarter, the lowest quarterly deal volume since the second quarter 2021, according to Echelon Partners’ latest ...
Recruiting activity among advisory firms slowed considerably during the summer as the industry continued to face economic headwinds, according to the latest Advisers on the Move data. Through ...
We’re delighted to announce the winners of the inaugural RIA Intel Awards, a celebration of financial advisors, wealth management firms, and industry leaders that are impacting the investment ...