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Elevate: Growing RIAs Provide Experiences, Not Products

On the first day of DeVoe & Co.’s Elevate conference this week, attendees were told its time to channel Kung Fu Panda and be more like Starbucks. ....

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Organic growth in the RIA space is fading away

David DeVoe said that while the RIA industry has seen record M&A activity organic growth has been declining. ....

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CI equity sale seen endorsement of higher wealth management valuations

The sale of a 20% private ownership stake in CI Private Wealth accomplishes the same goals as the planned IPO. ....

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RIA Roundup: Jurika, Mills & Keifer Joins Cerity Partners

More than $6.6B in assets was transacted this week, two new firms were launched, an investment bank opened, and firms filled key positions. ....

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Mark Cuban-backed streaming app Fireside confirms $25M Series A at $138M valuation

Fireside hopes to soon bring its interactive technology to smart TVs, Fire TV, Apple TV and Roku. ....

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