M&A

Deep coverage of RIA mergers, tuck-ins, recapitalizations, private equity activity, roll-ups, and strategic acquisitions. Analyzes deal structures, valuation drivers, integration risk, and strategic intent behind transactions — not just headline AUM.

Quick Start

Top Takeaways

M&A

Insight

The Independent Firms That Win Next Will Look Different

Private equity control, AI governance, and private market stress are redefining how independent wealth management firms operate in real time.

Insight

Rules Shifted. Liquidity Tightened. AI Accelerated. What Holds Up Now?

Private credit scrutiny, faster AI adoption, and shifting regulatory posture—set against continued RIA M&A activity this week

Insight

From AI to M&A: 5 RIA Signals Redefining Advisor Independence

This week’s signals show integration, portability, and scale reshaping advisor platforms in real time.

Insight

RIA Transition Timeline: A 6 to 18 Month Plan That Makes Independence Smooth

The smoothest breakaways are rarely the fastest. They are the most prepared. Use this 6–18 month plan to turn independence

Insight

Producer vs Owner: The Shift That Drives Independence and Enterprise Value

The real divide in wealth management is not broker-dealer versus RIA. It is producer thinking versus owner thinking. Here’s how

Insight

Broker-Dealer Consolidation: What It Means for Advisors and How to Prepare

Consolidation is not a headline event. It is a sequence of changes that hits advisors quietly: grids, shelves, supervision, and

Insight

How to Talk to Clients About a Transition Without Creating Fear

A transition does not fail because of paperwork. It fails when clients feel uncertainty. Here is the confidence-first messaging plan

Insight

The Advisor Independence Reality Check: What Broke, What Held, What’s Next

A fact-checked guide to what broke, what held, and what’s next for advisors evaluating independence.

Podcast Episode

Caught in the Shuffle: The Merger Survival Series — Part 2

In Part 2 of the Caught in the Shuffle series, Jonathan and Ray dive deeper into the structural impacts of

Podcast Episode

Caught in the Shuffle: The Merger Survival Series — Part 1

The advisory world is experiencing record-setting consolidation — nearly $183B in AUM shifted in the first half of 2025 alone.

View Articles

RIA Confidential Resource Hub: Guidance on Going Independent. Support to Scale.

Practical tools, clear paths, and real-world playbooks for advisors exploring independence, or making independence work.

M&A

Deep coverage of RIA mergers, tuck-ins, recapitalizations, private equity activity, roll-ups, and strategic acquisitions. Analyzes deal structures, valuation drivers, integration risk, and strategic intent behind transactions — not just headline AUM.

Quick Start

Top Takeaways

M&A

The Independent Firms That Win Next Will Look Different

Rules Shifted. Liquidity Tightened. AI Accelerated. What Holds Up Now?

From AI to M&A: 5 RIA Signals Redefining Advisor Independence

RIA Transition Timeline: A 6 to 18 Month Plan That Makes Independence Smooth

Producer vs Owner: The Shift That Drives Independence and Enterprise Value

Broker-Dealer Consolidation: What It Means for Advisors and How to Prepare

How to Talk to Clients About a Transition Without Creating Fear

The Advisor Independence Reality Check: What Broke, What Held, What’s Next

Caught in the Shuffle: The Merger Survival Series — Part 2

Caught in the Shuffle: The Merger Survival Series — Part 1

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