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
Capital Connections You’re Not Buying A Firm. You’re Marrying One. RIA Founders Evaluating M&A Partners Should Weigh Culture, Employee Retention And Their Own Future Role Alongside Valuation And Deal Terms By WSR Newsroom / 14 Sep 2026
Capital Connections Monthly RIA M&A Trends For August Boutique Deals Dominate In Number While A Handful Of Large Firms Dominate AUM By WSR Newsroom / 8 Sep 2026
Capital Connections New Mountain Capital Exits Lincoln Investment New Mountain’s Exit Returns The $63 Billion Broker-Dealer And RIA To Family And Advisor Ownership By Jeff Berman / 3 Sep 2026
Capital Connections Thoughtful Dealmaking In A Dynamic Industry Flexibility, Foresight And A Long-Term Outlook Drive Sustainability By WSR Newsroom / 31 Aug 2026
Capital Connections Monthly RIA M&A Trends For July July M&A Spanned Regional RIA Roll-Ups And A $48.4 Billion Asset-Manager Deal By WSR Newsroom / 10 Aug 2026
Capital Connections CAIS Gets $170 Million In Latest Funding Round Valuing Firm At Over $2 Billion The Firm Says It Will Use The New Funding To Expand Its Alts Platform, Scale Its Tech And AI Capabilities, And ‘Explore Strategic Opportunities.’ By Jeff Berman / 30 Jul 2026
