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Is the party over for the RPA M&A market?

How the convergence of wealth & retirement at the workplace could affect the market. ....

Morgan Stanley , Rpas Darian , Mark Bruno , Dick Darian , James Gorman , Charlie Ruffel , Wise Rhino Group , Creative Planning , Northwest Capital , Wells Fargo , Kudu Advisors , Emigrant Partners ,

Carlyle gets a stake in Captrust

Carlyle is giving a cash infusion to acquisition-hungry Captrust, the latest sign that private equity is still very much interested in RIAs. ....

Dick Darian , Jim Burr , Fred Barstein , Sageview Advisory Group , Retirement Advisor University , Wise Rhino Group , Carlyle Group , Captrust Financial Advisors , Fielding Miller , Wise Rhino , Retirement Advisor , Aquiline Capital Partners , Creative Planning ,

Retirement plan adviser M&A off recent highs but still robust

Mergers and acquisitions among retirement plan advisers have slowed and are not expected to keep pace with the robust activity of 2021 and 2022. ....

Dick Darian , Peter Campagna , Wise Rhino Group , Wise Rhino ,

Convergence Dominates the Financial Advisor M&A Market

Convergence Dominates the Financial Advisor M&A Market ....

Dick Darian , David Musto , Balance Alliance , Wise Rhino Group , Carson Group , Rhino Group , Creative Planning , Business Review , Consolidation Curve ,

Top retirement advisers to get bigger – or die out

Less than half of the top RPAs will survive over the next five years, an expert says. ....

Dick Darian , Sageview Advisory Group , Wise Rhino Group In Charleston , Wise Rhino Group ,