Investmentnews Email Newsletter: M&A on a tear, and women advisors going solo, IN study shows (June 18, 2024)

Essential news for RIAs

M&A on a tear, and women advisors going solo, IN study shows

Valuations are up to 10 times EBITDA, and women are most highly represented in the industry in solo firms, the data show.

Financial advisors may be dragged through the muck when financing goes wrong.

Steward CEO Jim Gold sits down with InvestmentNews to weigh in on the top trends moving the RIA space.

MORE NEWS

Orion CEO outlines four tips to succeed as an RIA

From technology to data, here's how your firm can stand out from the crowd.

The team, formerly with BNP Paribas/Bank of the West, includes 10 seasoned professionals from across the US.

These tests allow leaders to analyze candidates and companies, and help identify people's superpowers.

Headquartered in Colorado, the wealth management giant's new addition is headed by an advisor duo with more than 40 years of collective experience.

M&A on a tear, and women advisors going solo, IN study shows