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RIA Insights Gui Costin, Founder, CEO | January 10, 2023

December 2022 Financial Advisor and RIA Moves and Acquisitions

The last month of 2022 did not disappoint from an activity basis as many RIAs, FAs and acquisitions...

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RIA Insights Gui Costin, Founder, CEO | November 3, 2022

Financial Advisor and RIA Moves Reported in the First Half of October

During the first half of October LPL, Rockefeller and Cetera maintained their net asset leads for...

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RIA Insights Gui Costin, Founder, CEO | October 26, 2022

Financial Advisor Moves and RIA Acquisitions Reported in the Second Half of September 2022

The back half of September continued to see a high amount of movement within the wirehouse...

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RIA Insights Gui Costin, Founder, CEO | September 30, 2022

Financial Advisor and RIA Acquisitions Reported in September 2022

With back to school and fall sports in full swing, teams, advisers and RIA‘s were just as busy with...

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RIA Insights Gui Costin, Founder, CEO | September 9, 2022

Financial Advisor and RIA Acquisitions Reported 8/28 | Part 2

Two departures from PlanMember Securities this month. Nuno Pereira who focuses on 401k and union...

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RIA Insights Gui Costin, Founder, CEO | August 31, 2022

Financial Advisor and RIA Acquisitions Reported the Week of August 28

With the markets calming down a bit during the last few weeks, we saw a resumption of RIA, advisor...

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RIA Insights Gui Costin, Founder, CEO | August 24, 2022

The Top 10 RIAs in Secondary Cities

Imagine it: your boss tells you you need to start doing outreach in RIAs because it's a large,...

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