Blurring Lines Between M&A Investment Bankers and Business Brokers for RIAs?
In a consolidating industry, buyers and sellers of RIA firms must learn to recognize the differences between these transaction professionals
Wealth Management Is In Its Digital Era: Gen Z Advisors Talk Social Media
Advisors Describe How Digital Tools Are Transforming Client Engagement
Success And Growth Through Tech-Driven Scalability
More Machines Make The Advisor More – Not Less – Relevant
Ascentix And SurgeONE.ai Host Inaugural WealthLOGIQ Leadership Event
Ascentix Plans Ongoing Series Of Private Leadership Events With WSR As Official Media Partner
Seek Effective Legal Counsel For M&A Deals
Finding The Right Lawyers Early In the Process Will Help Avoid Legal Headaches After The Deal Closes
What Does It Take To Build A Great Wealth Management Tech Stack?
How RIAs and dual registrant enterprises can create and maintain best-in-class tech platforms
Sell-And-Stay Versus Sell-And-Leave Acquisitions
As Industry Consolidation Escalates, Sell-and-Stay Deals Rise in Popularity
Larry Roth’s RLR Rebrands As Ascentix, Launches Growth Network
Growth-Focused Network Of Consultancies Covers M&A, Technology, Growth Planning, Finance, Compliance And Supervision, Brand Elevation And Communications
Larry Roth Rebrands Wealth Consultancy, Brings On Former Securities America CEO
RLR Strategic Partners is now Ascentix Partners, with a beefed-up leadership team and new network of independent consulting firms.
Larry Roth, Fellow Industry Vets Launch 'Elite Consultancy' Network
Industry veteran Larry Roth has announced the rebrand of his wealth management consulting firm from RLR Strategic Partners to the new moniker Ascentix Partners, along with the launch of a new network of “elite consultancies” focused on accelerating growth for RIAs and other wealth management enterprises.
Larry Roth Converts M&A Advisory Firm To Broader Consulting Network
Larry Roth is converting his firm RLR Strategic Partners, an M&A advisory and strategic consulting concern, into a network of independent consulting firms under a new name, Ascentix Partners, his company announced today.
Larry Roth rebrands M&A biz, unveils consulting network
Ascentix aims to provide firms with a solution to the 'highly fragmented' consultant landscape in wealth management, according to Roth.
Why RIAs Have Replaced Broker-Dealers As The Darlings Of M&A
Experts From Merchant, DeVoe, Integrated, Alaris And Bridgemark Discuss Private Equity’s Shift To RIAs
Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent
Wealthtech And AI Experts From Oasis, Orion, CogniCor And AcquireUp Discuss How Wealthtech Improves Client Support And Operations At Scale, And Address Robinhood’s Low-Fee Robo
What Sellers Must Know And Do To Prepare For M&A
Experts From Constellation, Berkshire, Bridgemark And Sanctuary Break Down Types Of Buyers, What Buyers Want And How Sellers Can Respond
Demystifying The AI Hype
The Technology Offers A Lot Of Potential. But To Unlock Its Value, Firms Will Need To Think Carefully About How Best To Implement AI Without Alienating Employees And Clients.
Integration Or Indigestion? Making It Work After The Deal Closes
Firms Often Acquire First Then Plan How To Integrate, Which Leads To ‘Indigestion.’ My Quarterly Review Of Wealth Management M&A Explores This Trend With Experts From Lone Willow, Great Hill Partners And Coldstream.
Building A Wealthtech Firm From The Ground Up
Executives From GeoWealth, Surge Ventures And Docupace Explain How Their Firms Started, Grew And Adapted To Meet Changing Market Conditions
The Proliferation Of Upstart Boutique Wealth Management M&A Firms
Experts From SEIA, AlphaCore, DeVoe, Turkey Hill, Hue Partners And Lone Willow Discuss What’s Behind The Rise Of New M&A Shops, And Where The Market Is Headed
There’s No Place For Complacency – Cybersecurity Risks Continue To Grow
Wealthtech Experts Discuss The Current State Of Advisor Preparedness, Risks, Advancements, Regulatory Influences And The Next Few Years Of Cybersecurity Evolution