RIA

Looming Recession Forces Financial Firms to Focus on Divestitures

A down market gives an advantage to strategic investors, who stand ready to snap up bargains.

January 20, 2023

The SEC recently proposed new ESG Rules for investment advisers that would, if enacted, impose a stringent new ESG disclosure regime.

December 27, 2022

The PE firm targets a broad array of middle-market companies in the financial services ecosystem where Corsair has deep sector experience.

November 22, 2022

Sequoia plans to use the money for expansion and to invest in its employees and technology.

October 19, 2022

155 RIA deals have been completed in the first eight months of 2022, a 35 percent increase in the same period last year.

October 10, 2022

Forty percent of all RIAs are expected to retire by 2029 and roughly one in four do not have a retirement plan.

September 23, 2022

Regulatory changes have made the RIA fiduciary model more attractive for clients and advisors.

August 30, 2022

RIA transforms revenue management for Fortune 100 companies and blue chip customers.

August 29, 2022