Knowledge and Insight

New Subscriber Update - January 2025

Added on January 2025 in Blog

1 visitor like this article | Viewed 2385 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 730 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 703 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 643 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.

How Intelligent Automation Drives Growth in Financial Services

Added on November 2024 in Manage Your Practice

0 visitor like this article | Viewed 700 times | 0 comment

Summary: The financial services industry has always been fueled by data, but in an era of economic uncertainty, the pressing question is whether firms are using that data to its fullest potential to drive growth. As market fluctuations and unpredictable economic conditions become the norm, financial institutions must look beyond traditional methods to maintain a competitive edge. Intelligent automation and artificial intelligence are stepping up to drive operational resilience, enabling financial firms to anticipate market shifts, safeguard assets and streamline operations.