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Fisher Sells Stake of Up to $3 Billion to Advent, Abu Dhabi Fund

RIA Edge
 
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RIA Edge Newsletter

JUNE 18, 2024

RIA News

Fisher Sells Stake of Up to $3 Billion to Advent, Abu Dhabi Fund

John J. Edwards III

The transaction, in which the acquirers will invest at least $2.5 billion, values closely held Fisher at $12.75 billion.

FULL ARTICLE

Advertisement

$4B Ritholtz Hires Callie Cox as First Chief Market Strategist

Diana Britton

Cox, a former investment analyst at eToro, will be Ritholtz Wealth Management’s first market expert fully dedicated to its advisors.

FULL ARTICLE

WMIQ RESEARCH REPORT

Interest in M&A Swells Along With Firm Valuations

In partnership with Cambridge Investment Research

As the economy stabilizes, financial advisors are recognizing the benefits of mergers and acquisitions.

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NewEdge Snags $540M Team From Carson

Diana Britton

Stonebridge Financial Partners, a Michigan-based team of 18, has joined NewEdge from Carson.

FULL ARTICLE

Allworth Acquires $220M RIA in Northern California

Diana Britton

The addition of Del Monte Group represents Allworth’s 18th California location, its fifth deal this year and 36th acquisition since 2018.

FULL ARTICLE

Dynasty-Backed Summit Trail Adds $3B Group From BMO

Diana Britton

The former Key Client Group has 10 financial professionals across the country and establishes footholds for Summit Trail in Portland, Ore. and Denver.

FULL ARTICLE

CAIA Charts Challenges for Advisors Interested in Alts

Elaine Misonzhnik

The report shows advisor interest in alternative investments even as some struggle with implementation, according to CAIA Managing Director Aaron Filbeck.  

FULL ARTICLE

What's In My Wealthstack

OFC Wealth Management: Taking Some Of The Stress Out Of Divorce With Specialized Software

Rob Burgess

Emily Jaffe, president and Certified Divorce Financial Analyst at OFC Wealth Management, uses a customized technology stack at her $137 AUM firm to bring “Order From Chaos.”

FULL ARTICLE

Podcasts

ADJUSTED FOR RISK PODCAST

Navigating Independence and Understanding Your Choices

Ryan Nauman

Private Advisor Group's Verne Marble discusses the business structure options available to advisors thinking about going independent.

WATCH NOW

DIAMOND PODCAST FOR FINANCIAL ADVISORS

An Attorney's Advice on Buying, Selling or Transitioning Your Business

Louis Diamond

Attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move.

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THE HEALTHY ADVISOR PODCAST

The Juggle Is Real With Anna Howard and Kimberly Sanders

Diana Britton

LPL executives Anna Howard and Kimberly Sanders are both highly accomplished leaders in wealth management. They’re also mothers, and speak openly about their struggles to find balance, which can be especially hard for women in this industry

LISTEN NOW

WEALTH MANAGEMENT INVEST PODCAST

Investing in Private Markets With a Fiduciary-First Approach

David Bodamer

Opto Investments' Jake Miller provides insights on the current state and future trends within private investments.

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Commentary

The Shortest Path to Excellence

Mindy Diamond

Taking the steps to deliver better service, drive growth and achieve your goals faster can result in extraordinary benefits.

FULL ARTICLE

Reimagining the Client Experience for the Next Generation of Financial Decision-Makers

Heather Robertson Fortner

Significant demographic shifts amongst those who hold wealth in the US illuminate an opportunity for financial firms to position themselves ahead of the curve.

FULL ARTICLE

BUSINESS PLANNING

Avoiding Legal Nightmares and Pitfalls When On-Boarding New Advisors

John MacDonald

It’s easy to obsess over expanding your practice but don’t let that stop you from taking the simple legal steps necessary to protect all your hard work.

FULL ARTICLE

Strategies for Boosting Growth and Talent in Hybrid RIAs

Jeff Gonyo

As the financial services sector braces for yet another transformative period, the hybrid RIA firm of the future needs to adapt its recruiting efforts to attract top-tier talent.

FULL ARTICLE

The Deepfake Risk Advisors Take with Video Marketing

Laura Garfield

How an $8,000 marketing investment turned into a $650,000 risk.

FULL ARTICLE
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