Capital Connections Stop Asking For Referrals. Start Creating Introductions. RIA Founders Can Build More Durable And Transferable Organic Growth By Creating A Repeatable Process For Client Introductions By WSR Newsroom / 26 Oct 2026
Capital Connections VestGen Secures Growth Capital From Willow Tree And nFleXion Capital Will Support The Chicago-Based Firm’s M&A Strategy By WSR Newsroom / 20 Oct 2026
Capital Connections The Next Tech Frontier For RIAs Isn’t Investing. It’s Advice RIA Founders Considering M&A Should Evaluate Technology By How It Expands Advice And Strengthens The Client Experience By WSR Newsroom / 19 Oct 2026
Capital Connections DeVoe & Company: RIA M&A Activity Fell 17% In Q3 DeVoe & Company Now Expects 320 To 340 Deals This Year, Raising Its Forecast After A Stronger September Finish By Jeff Berman / 15 Oct 2026
Capital Connections Before You Sell Your RIA, Build The Firm You Want To Own RIA Founders Considering M&A Should Define Their Strategy, Leadership Team And Talent Needs Before Going To Market By WSR Newsroom / 13 Oct 2026
Capital Connections Monthly RIA M&A Trends For September Two Firms Represented 68.3% Of AUM Of The 24 Firms Acquired By WSR Newsroom / 13 Oct 2026
Capital Connections The Deal Isn’t The Hard Part. Surviving It Is. RIA Founders Should Weigh Timing, Equity Terms, Diligence And Legal Counsel Alongside The Economics Of A Transaction By WSR Newsroom / 5 Oct 2026
Capital Connections Why There’s Often A Valuation Gap Between Firm Buyers And Sellers Private Advisor Group Chief Financial Officer Adam Schorr Discusses What Buyers Value And Why Reducing Founder Dependency Takes Time By Jeff Berman / 30 Sep 2026
Capital Connections Stop Chasing UHNW Clients. Build A Business They Need And You Can Manage. RIA Founders Moving Upmarket Need The Talent, Service Model And Referral Network To Serve Ultra-High Net Worth Clients By WSR Newsroom / 28 Sep 2026
Capital Connections DeVoe: RIA M&A Activity Is Down 19% So Far In Q3 As Of Tuesday, 72 RIA Deals Had Been Announced In Q3, Down 19% From A Year Ago By Jeff Berman / 25 Sep 2026
Capital Connections AI Is The Headline. But RIA Founders Should Be Watching These 3 Things RIA Founders Should Look Beyond AI To Organic Growth, Talent Development And Technology-Enabled Scale As They Prepare For Future M&A By WSR Newsroom / 21 Sep 2026
Capital Connections Beyond AUM: What Buyers Should Really Look For In An RIA AUM Can Reveal A Firm’s Size But Buyers Are Looking Deeper At Organic Growth, Client Transferability, Leadership, Compensation And Scalability By Larry Roth / 15 Sep 2026
