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AI, Data, and Security: Inside the CTO Strategy for Elite RIAs
Wealth management's unsung heroes, non-traditional CTOs, are shaping the industry's future.
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Apr 4, 2025
stock market Trump slump PE M&A RIAs
RIA‘Trump Slump’ Unlikely To Scare PE Off RIA Deals After Robust Q1
‘Trump Slump’ Unlikely To Scare PE Off RIA Deals
Data from PitchBook shows private equity-backed acquisitions in the wealth space are on track to match 2024’s record, with M&A players seeing no cause for deal slowdown even if the current market tumult continues.
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See AllHow RIAs Can Move Beyond Referral Networks For Organic Growth
Marketing and growth experts at RIA Edge Nashville discussed how advancements in client outreach and tracking have made it more realistic for even small RIAs to move beyond relying solely on referrals for new business.
RIA EdgeNext Gen Advisors Don't Want to be Cold Callers
For RIAs to succeed in the next decade, panelists and attendees of RIA Edge Nashville point to professional businesses that offer recruits a chance to focus on clients.
RIA EdgeThe AI-Powered Advisor and the Future of Advice
AI will not replace advisors, but it may drive out those who don’t leverage it, according to fintech executives at RIA Edge Nashville.
RIARIA Valuation Metric Hits Near-Decade High
Median-adjusted EBITDA multiples hit a near-decade high in 2024, according to Advisor Growth Strategies, and a deal market of more than 40 buyers looks to keep things frothy in 2025.
Trusts & Estates
Latest Digital Edition
Trusts & Estates: April 2025 Digital Edition
Feature on Estate Planning & Taxation
RPA
Revenue Sharing: What Is It Good For? Absolutely NothingRevenue Sharing: What Is It Good For? Absolutely Nothing
It’s time to move to more transparent pricing.
RPA
Open, honest and candid discussion about the Commonwealth/LPL deal, Ohio cautioning advisors about tech and 401(k)s, and the second golden age of TPAs.
Business Planning
‘Trump Slump’ Unlikely To Scare PE Off RIA Deals After Robust Q1‘Trump Slump’ Unlikely To Scare PE Off RIA Deals
Data from PitchBook shows private equity-backed acquisitions in the wealth space are on track to match 2024’s record, with M&A players seeing no cause for deal slowdown even if the current market tumult continues.
Retirement
Debunking some retirement-related truisms that rank high on the tooth-fairy scale.
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