From InvestmentNews
Added on October 2025 in M&A Issues
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Summary: RIA merger and acquisition activity has reached unprecedented heights in 2025, with the third quarter closing at 94 transactions – the highest quarterly total ever recorded, according to the latest DeVoe & Company RIA Deal Book.
From ThinkAdvisor
Added on October 2025 in M&A Issues
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Summary: RIA mergers and acquisitions set a quarterly record with 94 transactions in the July-to-September period, surpassing the previous high of 81 in the 2024 fourth quarter, DeVoe & Co. reported Wednesday.
From InvestmentNews
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Summary: Artificial intelligence is rapidly reshaping the financial planning landscape, promising both sweeping efficiencies and new challenges for advisors and their clients.
From Wealth Management
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Summary: As the latest federal government shutdown extends into days (and potentially weeks), the regulatory agency overseeing federally-registered RIAs is operating with a skeleton crew. While a government shutdown impacts operations at the Securities and Exchange Commission (SEC) to varying degrees, among those most affected could be new RIAs with significant managed assets looking to register, according to compliance experts.
From Advisorpedia
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Summary: Like other areas of our lives, the presence of artificial intelligence for people’s money matters is growing rapidly. From robo-advisors and budgeting apps to algorithms that automate investing, AI is reshaping how people engage with their money. Yet despite the rise of these tools, when it comes to financial advice, Americans report still preferring advice from a human financial advisor.
