In the News

CityWire RIA

Panel: Podcasting, referral programs driving growth for large RIAs

Published on

May 7, 2026

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A $1.2-billion RIA is Born on the Rt. 128 Altar as Two $600-million-AUM firms -- one in Hyper-growth Mode by Fidelity Referrals -- Get Hitched

DeVoe DFA launch Advisor Transition Planning Coaching Program

First Republic Pays a Staggering Sum for Luminous Capital Sources say and Shifts the Breakaway and M&A Games in the Bargain

A $5.5 Billion LA-based RIA is Getting Purchased by First Republic Bank

DeVoe&Co is leased to Announce it's Engagement on the Argent and Pillar Merger.

Argent Wealth and Pillar Financial Merge

Rollups Account for Majority of Advisor M&A in Q3: Schwab Report

Ric Edelman is Looking to add a $1-Billion RIA Elephant Even as He Unveils an Online Consumer Strategy Aimed at the Chipmunks

The RIA& M&A Market Continues to be a No-show Though 2012 Pace is Ahead of 2011

The Odd Couple: Advisors and Accountants

Focus Financial Gets its First Beachhead in HighTower's Backyard -- Buying an Exhibit-A Organic-growth RIA With a Hankering to Go Inorganic

What Happened When Fidelity Investments Called 25 Deal-making Protagonists to its Boston Sanctum for a Talk About the Suboptimal RIA M&A Market