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Articles

  • 1 day ago | wealthmanagement.com | Alex Ortolani

    The head of a $28.5B RIA and an industry consultant tell an audience at the BNY Pershing INSITE conference why acquiring firms, even in this competitive market, is easier than integrating for long-term growth. Haig Ariyan, the CEO of acquisitive Arax Investment Partners, told an audience of advisors Wednesday that it’s possible to grow through acquisitions even in today’s competitive market, but if it isn’t done with a plan and purpose, there may be harder work to come.

  • 2 days ago | wealthmanagement.com | Alex Ortolani

    Also at this year’s BNY Pershing INSITE conference, KKR, which has partnered on a private/public fund with Capital Group, predicts that wealth management will eventually drive “30% to 50%” of the firm’s overall revenue.

  • 2 days ago | wealthmanagement.com | Alex Ortolani

    As the RIA M&A market evolves, market pricing is getting harder to set as valuations become more “nuanced,” according to a panel at this year’s BNY Pershing INSITE conference. Merger and acquisition experts agree that dealmaking in the registered investment advisor space is booming.

  • 3 days ago | wealthmanagement.com | Lu Wang |Denitsa Tsekova

    (Bloomberg) -- Wall Street calls it a golden age for alternative assets. Richard Ennis, who spent decades helping pensions and endowments devise modern portfolios, calls it a costly delusion draining billions from portfolios — one that will come undone in the coming decades. For years, the pitch to institutional investors has been the same: passive returns on stocks and bonds are fine as they go, but to thrive money managers need hedge funds, private assets and other alternative vehicles.

  • 3 days ago | wealthmanagement.com | Alex Ortolani

    Mike Wunderli will guide the acquisition strategy of the $1 trillion Captrust in a newly conceived role across wealth and employer-based retirement plan advice. Captrust Financial Advisors, the $1 trillion registered investment advisor based in Raleigh, N.C.,has hired a new head of mergers and acquisitions after about a year of searching.