RIAIntel

Authoritative news and analysis for private wealth managers. Sibling to @iimag.

[RIAIntel @RIAIntel]

Unleashing Female Strength: Tapping into the $30 Trillion Women’s Wealth Management Market
https://t.co/9EmmK0SPOj
@IntellifloLtd
#intelliflo #intellifloredblack #wealthmanagement #womeninwealthmanagement

[RIAIntel @RIAIntel]

Congratulations to all the winners of the 2024 RIA Intel Awards!
https://t.co/jYaMvIwBMC

[RIAIntel @RIAIntel]

Interval Funds’ Triple-Digit Rise
https://t.co/1FvXjI0Kwo

[RIAIntel @RIAIntel]

These Are the Shifting Demographics of Retail Investors
https://t.co/BWipK3DrLa

[RIAIntel @RIAIntel]

Addepar Partners With RIA Corient
https://t.co/V7euwEn8sV

[RIAIntel @RIAIntel]

SEC Proposes Customer ID Program for RIAs
https://t.co/yZyNtEvXLJ

[RIAIntel @RIAIntel]

Inflation Is Hurting Retirees’ Dreams
https://t.co/tWlSkjcdlk

[RIAIntel @RIAIntel]

Focus Financial Announces Massive RIA Merger
https://t.co/TPnO8Xn62E

[RIAIntel @RIAIntel]

Custodian Altruist Raises $169 Million in Series E
https://t.co/OPK2GSLvDw

[RIAIntel @RIAIntel]

How Tech Is Propelling RIA Growth
https://t.co/WONGkRgmOQ

[RIAIntel @RIAIntel]

RIA Dealmaking Is Up: A report by Echelon Partners found that this was the second-most-active first quarter on record.
https://t.co/MKlUTzlhWx

[RIAIntel @RIAIntel]

Opinion: Three Pivotal Trends Impacting Growth
https://t.co/1net3M7cBI

[RIAIntel @RIAIntel]

iCapital Partners With Bain Capital on Private Credit Platform
https://t.co/Sq8LYi0KGr

[RIAIntel @RIAIntel]

Announcing the 2024 RIA Intel Awards Finalists
https://t.co/eiU5iJOsb1

[RIAIntel @RIAIntel]

Ron Carson Steps Down as Carson Group CEO
https://t.co/3VTXQE8OUz

[RIAIntel @RIAIntel]

Wealth Enhancement Group, one of last year’s most active RIA acquirers, announced on Monday that it had surpassed more than $81 billion in client assets.
https://t.co/efQDQTe1TD

[RIAIntel @RIAIntel]

iCapital Is Acquiring Fintech Reporting Company Mirador
https://t.co/bKm6wk9FAE

[RIAIntel @RIAIntel]

AlTi Global Is Buying East End Advisors
https://t.co/cKGQFdLHAi

[RIAIntel @RIAIntel]

Eaglebrook, Franklin Templeton Launch Bitcoin and Ethereum SMA
https://t.co/SK7VyBgELc

[RIAIntel @RIAIntel]

Investor Satisfaction Rises, but Millennial Flight Might Be Coming
https://t.co/G60Fd6Dzs6