Added on February 2026 in Form an RIA
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Summary: What’s the real reason clients switch advisors? Todd Bryant, CFP®, shares how 18 thoughtful touchpoints a year can quietly build trust, loyalty, and confidence.
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Summary: Despite the broad market’s fears that Artificial Intelligence tools will replace financial advisors, AI will be a boon for financial advice firms of all stripes, from mega broker-dealers to humble one and two advisor RIAS.
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Summary: The Financial Services Institute (FSI) hosted its annual OneVoice conference at the Sheraton San Diego Resort from Feb. 2 to 4. The conference addressed multiple themes with general sessions and topical tracks including AI, industry trends, innovation, practice management, regulatory and compliance, and risk management.zz
Added on January 2026 in Blog
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RIA M&A in 2026 isn’t just a big-firm game.
While headlines focus on billion-dollar RIAs, private equity rollups, and national platforms, most advisory firms operate between $50 million and $500 million in AUM—and their M&A reality looks very different. For these firms, deals aren’t about chasing scale at all costs. They’re about solving practical problems: succession gaps, growth ceilings, capacity constraints, and how to stay independent without doing everything alone.
In 2026, the good news is this: smaller and midsize RIAs have more viable paths forward than ever before. Partial liquidity, peer mergers, phased transitions, and affiliation models are reshaping what “M&A” can look like. The challenge isn’t opportunity—it’s perspective. This guide breaks down the key trends shaping RIA M&A for $50–$500M firms and offers practical guidance to help owners, successors, and partners navigate their options with clarity and confidence.
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Summary: Abby Salameh of RFG Advisory breaks down how scalable systems, automation, enriched data and hyper personalized marketing fuel real growth, and shares why women focused initiatives like RFG’s StrongHER Money program are becoming powerful accelerators for advisors.
