Citywire RIA

Breaking news, analysis & insights for RIAs in the U.S.

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Full story: https://t.co/AzTOnpk4xw

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Exclusive — Australian investment bank and asset manager Macquarie Group is pursuing minority investments in RIAs, according to sources with knowledge of the situation.

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Former Osaic CFO Kristy Britt lands at Wipfli: https://t.co/4bIDXFlQLJ

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AI wealthtech platform Feathery raises $30m: https://t.co/4Gs6d6tAk6

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Mariner inks five-year deal with AI workforce startup: https://t.co/bMJDLDE8Bn

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Corient merges in $450m RIA for country musicians: https://t.co/H0oVzYqV7d

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Full story: https://t.co/jPTceQczoT

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Exclusive — Private equity firm Clayton, Dubilier & Rice (CD&R) is pursuing a sale of a minority stake in RIA financier Focus Financial Partners, according to sources with knowledge of the situation.

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$8.5bn Nashville-area SageSpring loses its COO after 3 months in role: https://t.co/3hZkwJsQZe

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$11bn F.L.Putnam buys New Hampshire RIA: https://t.co/A6QMA52L2M

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Podcast: Should custodians invest in RIAs? https://t.co/PFBf5tONtG

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Russell Investments sold to Facebook co-founder's VC firm and CalPERS: https://t.co/Jbym0AZWM7

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Corient updates ADV to fix erroneous alts incentive pay disclosure: https://t.co/wmIYhPRI1X

[Citywire RIA @CitywireRIA]

Choreo buys $700m RIA, eyes pre-IPO firms after SpaceX coup: https://t.co/Ckvumb7GbN

[Citywire RIA @CitywireRIA]

From health to wealth, Michael Reed has crafted a post-deal standard: https://t.co/ZtOYJoFL88

[Citywire RIA @CitywireRIA]

Wavvest Wealth snags $1bn advisor from Schwab: https://t.co/IsRzJUXU48

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SEC provides new scam warning on IAPD landing page: https://t.co/24ens6wvJl

[Citywire RIA @CitywireRIA]

Wealth Enhancement buys $1.3bn RIA WealthShield Partners: https://t.co/65eSO7XVm9

[Citywire RIA @CitywireRIA]

Aspen Standard strikes deal for $1.3bn Michigan RIA: https://t.co/eC7qMi2MWp

[Citywire RIA @CitywireRIA]

AI use cases for RIAs remain limited despite early enthusiasm: Survey https://t.co/XIWHKXhTCv