Jeffrey Dobyns, the president of SageSpring Wealth Partners, says he and his colleagues were looking for greater freedom to ...

SageSpring is Dynasty’s largest RIA partnership to date and boosts total assets on its platform to $105 billion.

Arax Investment Partners’ acquisition spree and recruiting efforts have lifted its assets under advisement to approximately ...

Wealth management platform Arax Investment Partners has acquired Cedrus Financial, a registered investment advisor (RIA) ...

Focus CEO Michael Nathanson details the firm's evolution from a consortium of independent companies to a "hub" organization strategy.

Ria Atayde and Zanjoe Marudo were joined by family, close friends and fellow celebrities as the couple welcomed their ...

This marks a huge opportunity for RIAs. Reworking incentive plans will help hire, cultivate and retain the best talent, as ...

A delegation of Russian officials is in Damascus, Russian state news agency RIA Novosti reported. It is the first such visit ...

For valuations, the study found that nearly 63% of the M&A transactions were completed at between 2.5 and 3.5 times recurring revenue. “For the first time on record,” the study said, “none of the ...

RIAs grew more optimistic after the November election, but inflation concerns are keeping them clear-eyed, a study says.

Apeiron RIA LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.6% during the 4th quarter, according ...