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Q2 RIA Deal Activity Points to Cheaper Financing Ahead

RIA Edge
 
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RIA Edge Newsletter

JULY 23, 2024

Top Stories

Echelon: Q2 RIA Deal Activity Points to Cheaper Financing Ahead

Diana Britton

While deal volumes were down from the first quarter, the RIA space saw its second-most active second quarter on record, according to Echelon Partners.

FULL ARTICLE

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Schwab Benchmarking: RIA Growth Rebounds in 2023

Diana Britton

After a rough 2022 with negative growth rates across the board, many independent RIAs rebounded last year, posting median organic growth of 5%, according to Schwab’s RIA Benchmarking report.

FULL ARTICLE

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Charles Schwab Execs: TD Ameritrade Transition Has Gone 'As Anticipated'

Elaine Misonzhnik

CEO Walt Bettinger said asset and revenue attrition levels from the integration of the two firms are below original estimates.  

FULL ARTICLE

RIA News

$2.6B Credent Raises Over $50M in Debt Capital

Diana Britton

The investment allows Credent to maintain its advisor ownership, and bring back its shared services platform.

FULL ARTICLE

Alpha Capital Family Office Attracts $3B Duo from Citi Private Bank

Patrick Donachie

Alexandra Romeo Boyles and Will Coughlin will be based out of Denver. The additions follow the firm attracting Northern Trust alum Tom Riley earlier this year.

FULL ARTICLE

Advisor Jess Bost Joins Alex Chalekian’s Lake Avenue Financial

Diana Britton

Jess Bost, former vice president of strategic partnerships at Alpha Architect, joins the $115M firm as lead financial planner.

FULL ARTICLE

Focus to Merge $3.8B Gratus Capital Into The Colony Group

Diana Britton

Atlanta-based Gratus Capital is the latest to be rolled up as part of Focus Financial’s hub strategy.

FULL ARTICLE

170 Advisory Firms Have Joined iCapital Year-to-Date

Elaine Misonzhnik

Ashton Thomas Private Wealth has become the latest RIA to adopt the alternative investment platform.

FULL ARTICLE

LPL Faces Legal Challenge Over Cash Sweep Program

Patrick Donachie

Alleged LPL customer Daniel Peters is seeking a class action suit, accusing the firm of pocketing most of the interest generated in cash sweep accounts.

FULL ARTICLE

Podcasts

THE HEALTHY ADVISOR PODCAST

From Near-Death to New Purpose With Martine Lellis

Diana Britton

When Martine Lellis woke up from a coma doctors didn’t think she’d come out of, she was given a new lease on life, and it has fueled her passion for making bold, compassionate choices in the financial services industry.

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RIA EDGE PODCAST

Helium Advisors' Tax-Optimized Approach to Building Wealth

David Armstrong

Helium founder and partner Howard Morin explains the benefits of bridging financial planning with deep tax expertise.

Sponsored by Schwab Advisor Services

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Commentary

BUSINESS PLANNING

Unlocking Growth: The Power of Process

Matt Sonnen

Rather than stifling creativity, set processes ensure efficiency, accuracy and repeatability in client service.

FULL ARTICLE

TECHNOLOGY

The Future of RegTech for Wealth Management

Sid Yenamandra

Regulatory intelligence, data management, smart workflow and data security are key tenets compliance officers will need their tools to meet going forward.

FULL ARTICLE
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