Knowledge and Insight

Cerulli: Advisor Headcount Stagnates

Added on January 2025 in Thought Leadership

0 visitor like this article | Viewed 598 times | 0 comment

Summary: Despite efforts to develop next-gen talent, the total number of advisors in the wealth management industry has remained stagnant over the last decade.

New Subscriber Update - January 2025

Added on January 2025 in Blog

1 visitor like this article | Viewed 2975 times | 1 comment

Connect with New Advisors and Expand Your Network We’re excited to share a list of advisors who have recently joined RIA Match! These new profiles represent fresh opportunities to collaborate, build relationships, and achieve your business goals. Take a moment to log into your account to: View their full profiles. Send them a message directly through the platform. Start conversations that could lead to your next big step in growth or succession planning. Don’t miss out—connecting with like-minded advisors has never been easier. P.S. Haven’t completed your own profile yet? Complete it today to ensure you’re visible to others in the matching pool.

Financial Planning's Most Important Unknown Unknown

Added on November 2024 in Manage Your Practice

0 visitor like this article | Viewed 879 times | 0 comment

Summary: Time is the single most important factor in life and in finance. The uncertainty surrounding time represents a challenging financial inefficiency.

Cerulli: RIA Consolidators Now Account For $1.5 Trillion In AUM

Added on November 2024 in Thought Leadership

0 visitor like this article | Viewed 856 times | 0 comment

Summary: RIA consolidators have grown significantly over the past decade and now represent $1.5 trillion in assets under management (AUM), according to “The Cerulli Report—U.S. RIA Marketplace 2024.”

The Changing Nature of M&A in the RIA Space

Added on November 2024 in M&A Issues

0 visitor like this article | Viewed 779 times | 0 comment

Summary: As the wealth management industry evolves, mid-sized firms must actively participate in consolidation activity, transforming the space and looking for strategic opportunities to add scale and talent to ensure future success. From a seller’s standpoint, financial advisors may want to consider a mid-sized firm that has a similar service mindset, set of core values and culture that they have cultivated over the years.