News, Vision & Voice for the Advisory Community


RIA in a Box gunning for top-notch staff as it readies for Aquiline-fueled roll-up binge, targeting old-school, mom-and-pop compliance competitors

With Ascensus also in its portfolio, Aquiline is showing a penchant for taking dull, fragmented, unloved wealth-management niche businesses and rolling them up into sexier firms

Author Oisin Breen November 29, 2018 at 11:54 PM
1 Comment
no description available
Oriana DeRose: We are ready to build a national sales presence and develop deeper relationships with our rapidly expanding client base.

People Moves

Jeff Spears

Jeff Spears

December 1, 2018 — 4:07 PM
I found that ALL RIAs I talk to accept they need and are not expert at compliance. The bad news is what price are they willing to pay?

Mentioned in this article:

RIA in a Box
Compliance Expert
Top Executive: GJ King

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings

Common Tags

Recent Articles

Popular Writers

RIABiz logo


About Us




RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.