A Practitioner’s Read On Why Custody Satisfaction Is Falling, Why The New Contenders Are Circling, And What An RIA Should Actually Demand From The Next Custody Model.
Selling An Advisory Firm Is About More Than Maximizing Price. Advisors Who Prioritize Legacy, Culture, Clients And Long-Term Continuity Are More Likely To Find A Buyer Who Protects What They Spent A Lifetime Building.
Acquisitions By Horizon, Corient, Wealth Enhancement, EP Wealth, Carson And Clearstead; Coastal Bridge Merges With Two Firms; Recruiting By Osaic And LPL; Vanilla Partners With Callan Family Office; And Appointments By Arch And Lido.
Digital assets aren’t “breaking in” anymore — they’re quietly rearranging the furniture while global finance pretends this is all part of the remodel. The last several days show a
Plus Our Deals & Recruiting Roundup; Experienced Advisors In An Age Of AI; Grideline’s Private Markets Benchmarking; Recruiting By Baird, Sanctuary, Prudential And Seven Bridges; Shah Joins Humanity Labs; Jump’s AI Tools; Smyer Joins Cambridge; And Ayer Joins Caprock
Wealth Management Leaders Address Current Niches Receiving Industry Focus And How Serving Niches Differs From Broad-Based Traditional Wealth Management
