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RIA M&A Trends Down, But Far From Out

2023 may not break records, but experts expect the RIA M&A market will remain robust as players, private equity capital and synergistic opportunities abound.

United statesJohn langstonKim kovalskiNeil whiteMarshberry kovalskiRepublic capital groupSageview advisory groupDevoe companyHub internationalCarson groupCongress wealth managementWealth enhancement groupFidelity institutionalCrestview partnersModern wealth managementGolden gate capital

Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity

Advisors are favoring ETFs over mutual funds, along with growth stocks and more conservative bonds, Fidelity research shows.

Paul maKevin bradyBrandy burnsTim holsworthSeth mullikinPaul schatzFidelity investmentsPortfolio constructionFidelity institutionalModel wealthLattice financialHeritage capitalState street

Goldman Sachs add Creative Planning to its RIA custody business

Creative Planning is signing on to Goldman Sachs' RIA custody business, marking perhaps Goldman's largest win to date.

United statesOverland parkRichard lofgrenGoldman sachJim williamsMellon pershingTd ameritradeCharles schwab advisor servicesCharles schwabGoldman sachsGoldman sachs advisor solutionsCreative planningFidelity institutionalCapital investment advisorsFolio investing

Alternativ raises $10 million as digitally native RIAs pick up steam

Alternativ secured a $10 million financing round to launch what it calls a “wealth management operating system" and grow its RIA.

Christian haighAlex farman farmaianGabe krambsSchwab advisor servicesAtomi financial groupSan francisco basedAlternativ wealthFidelity institutionalFolio investingSilicon valley types

Adam Antoniades Likely to Step Down as Cetera CEO by Year-End

Several industry observers close to Cetera Mike Durbin, CEO of the holding company, will take control of the firm after Adam Antoniades leaves.

David canterMike durbinJonathan henschenBen brigemanTed swensonAdam antoniadesCommonwealth financial networkCetera or advisor groupGenstar fundAdvisor groupCerulli associatesRetirement planning groupCetera financial groupHenschen associatesSecurian financial groupCetera holdings

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