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Articles published 6/2025


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Jason Ozur: I’m especially happy for our more than 135 employee/owners, many of whom joined us through mergers.

BlackRock will soon own a $30 billion RIA rollup that has grown 500% since 2020 mostly by M&A, and could now ramp up

The New York City mega manager will now own a majority stake of Lido Advisors through alts manager -- a deal within deal as it edges toward wealth management.

June 10, 2025 at 12:35 AM

Knut Rostad: It's naked lead-gen ... On the positive side, at least we can directly criticize it.

Fisher Investments launches 'fiduciary.com' to 'educate' clients and RIAs, but site smacks of 'naked lead-gen,' says Fiduciary Institute's head

The Plano, Texas, RIA bought the URL, 'fiduciary.com,' in 2024, and shows that if you can disclose it, you can often declare it in a client's best interest.

June 6, 2025 at 10:56 PM

Mike Wunderli: I’ve seen how the industry’s top acquirers have evolved.

Fielding Miller calls on Mike Wunderli at 'inflection point' after CAPTRUST zoomed to $1 trillion but needs M&A energy injection to hit $2 trillion

The CAPTRUST CEO's firm dominated the 401(k) RIA rollup game for a decade, and LA dealmaker's hire comes as the market has changed to higher multiples and more determined rivals.

June 6, 2025 at 12:46 AM

Fred Fern: Finally selling after founding his firm in 1963.

Focus Financial breaks deal drought and kills off 'hub' talk by merging $10-billion West Coast acquisition with $175-billion Boston unit

Focus Wealth Partners is dominating M&A mojo, transition 'vernacular' and decentralization are out the window as Focus starts buying again with a vengeance.

June 4, 2025 at 11:11 PM

Christ Hastings: We're going to see a crime scene in November and December.

Orphaned RIAs cry foul after Morningstar socks them with stark choice -- pay up with Black Diamond, or scramble to get data to new provider, at big expense

Hundreds of Morningstar Office users are facing 'early' 2026 deactivation but a Cadillac exit awaits if RIAs transfer solely to Black Diamond.

June 4, 2025 at 12:02 AM

Ben Pham: Strive to purchase Bitcoin at a discount.

Strive's plan to buy cheap Bitcoin • Vanguard's path to lift crypto ban • Addepar buys 'AI' shop • Data is key, AdvisorEngine says • Vestwell's chicken coup • Carson's new chatbot 'smarter'

The anti-ESG shop launches more unusual financial engineering • Will Vanguard lift crypto ban? • Addepar AI Leaps • AdvisorEngine just sealed five new deals • Carson and Fava go AI to get smart.

June 3, 2025 at 1:02 AM

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