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RIA Insights Gui Costin, Founder, CEO | May 24, 2023

Second Half of April 2023 Financial Advisor and RIA Moves and Acquisitions

Independents and Banks: Dustin Mac Brown (DM Brown Financial Services) in Scottsdale, AZ with $190...

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RIA Insights Gui Costin, Founder, CEO | May 19, 2023

April 2023 Financial Advisor and RIA Moves and Acquisitions

Regional banking news continued to occupy the headlines through March and continued to be a...

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RIA Insights Gui Costin, Founder, CEO | April 26, 2023

March 2023 Financial Advisor and RIA Moves and Acquisitions

The Silicon Valley Bank upheaval which occurred in early March had caused many Teams and FAs to...

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RIA Insights Gui Costin, Founder, CEO | March 27, 2023

Second Half of February RIA and Financial Advisor Moves and Acquisitions

Wrapping up February the wire house channel became more active as recruiting picked up. On a...

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RIA Insights Gui Costin, Founder, CEO | March 21, 2023

First Half of February RIA and Financial Advisor Moves and Acquisitions

Entering February we began to see wire house recruiting activity pick up in full force again. On a...

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RIA Insights Gui Costin, Founder, CEO | February 17, 2023

Second Half of January 2023 RIA and Financial Advisor Moves and Acquisitions

The New Year hangover continued into the second half of January as FA movement remained below the...

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RIA Insights Gui Costin, Founder, CEO | February 9, 2023

January 2023 Financial Advisor and RIA Moves and Acquisitions

With many traditional recruiting activity channels slowing during December, wirehouse activity...

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