Knowledge and Insight
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Consolidators fuel RIA recruiting boom
Added on March 2026 in M&A Issues
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Summary: Independent RIAs have become the fastest-growing advisor channel as consolidators, equity incentives, and tax-efficient deal structures reshape recruiting – and expose growing tensions around career paths, ownership, and scale.
RIA M&A 'on fire' as 2025 dealmaking momentum drives new records: Devoe
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.
Biggest Quarter Ever for RIA Deals: DeVoe
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.
WMIQ Research: Advisory Firm M&A Momentum Continues Strong in 2025
Added on August 2025 in M&A Issues
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Summary: According to a recent study, conducted by Wealth Management IQ in partnership with United Planners, the advisory firm M&A landscape remains robust in 2025. This survey shows how firms are heavily focused on inorganic growth strategies despite market volatility. Though the majority of firms report increased valuations over the past year the projections show optimistic growth to continue in 2025.
Wall Street recruiters say market's meltdown not hurting hiring
Added on March 2025 in M&A Issues
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Summary: Back in January of this year when stocks were charging upwards and the sky seemed the limit, hiring expectations in the financial services industry remained, well, sky high. But what about now? Has the employment outlook changed at all since the market’s March reversal? Wall Street job hoppers - and seekers - need to know.