Saturday, October 3, 2026Sign inJoin free
FinancialADVSR

Est. 2026Moves · Money · ManagementNew York

IN Concurrent eyes $3B to $10B RIA platforms after Spire buyFP Ask an Advisor: How do you help child-free clients plan?WM SEC Crypto Custody Proposal Draws Divisive ReactionsFP SEC seeks to ease advisors' custody burdens with discretionary tradingKC Weekend Reading For Financial Planners (October 3–4)IN Merrill to pay $39 million in cash sweep settlementWM How Far Can AI Overlays Really Go?WM Financial Wellness Tools Must Connect the DotsRB Fidelity's move to kick sub-$100-million RIAs off its platform is 'bizarre,' Kitces says; it’s likely to backfire, Chalekian says; yet, the Fidelity-Savvy deal last week may soften any blowWM Deals & Moves: HB Wealth Adds Family Trio, Hightower Signature Acquires Externally

Deals

Taking Equity In An Acquiring Aggregator: Weighing The Growth Opportunities Against Valuation And Illiquidity Risks

By Richard Chen · Kitces.com ·

Image: Kitces.com

Although many advisors looking to sell their practices are ready to retire and cash in on the enterprise value they've spent their careers building, an increasing number of advisors are selling and staying, choosing to sell either because they believe they can grow faster by joining a larger firm with more capabilities…

Summary as published by Kitces.com
Read the full story at Kitces.com →

Financial ADVSR links to reporting from across the industry. This story was reported by Kitces.com. Financial ADVSR is not affiliated with Kitces.com. Updated every 10 minutes.

The full wire →