Tag

Cerity Partners

3 articles

Articles tagged "Cerity Partners"

Kurt Miscinski: 'We’ve been able to experience escape velocity and it’s pretty cool.'

Apr 16, 2026

Cerity plumped its AUA by $1.2 trillion with its Verus Investments purchase, then a Chicago pension fund suddenly pulled incoming $13.8 billion in assets for a reason that should chill RIA rollups

The Chicago pension's overseers rejected the all-but-done deal after Cerity's level of private equity ownership caused it to recoil

Kurt Miscinski says his firm, Cerity Partners, has achieved 'escape velocity.'

Aug 30, 2024

Big RIA buyers flock to ECHELON M&A event and agree on one takeway: It's a 'seller's market' -- but maybe not forever

Cerity, Mercer and Summit Trail chiefs say tripling of practice buyers means multiples are staying flush, but they urge some caution to on-the-fence RIA sellers.

Cerity Partners

Articles tagged "Cerity Partners"

Cerity plumped its AUA by $1.2 trillion with its Verus Investments purchase, then a Chicago pension fund suddenly pulled incoming $13.8 billion in assets for a reason that should chill RIA rollups

Big RIA buyers flock to ECHELON M&A event and agree on one takeway: It's a 'seller's market' -- but maybe not forever

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect