Tag: #advisors

Wealth Management

Beyond the Headline Price: Why RIA Founders Must Vet Their Advisors Before Engaging Private Equity

Sunday, October 25, 2026 | 12:59

In the current landscape of Registered Investment Advisor (RIA) mergers and acquisitions, the conversation is increasingly dominated by a single, formidable force: private equity. As capital continues to flow into the wealth management sector at a record pace, PE-backed acquirers—platforms specifically engineered to aggregate advisory firms—have cemented themselves as one of the most active buyer […]