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Building Durable RIA Growth Beyond Market Returns
For RIAs, sustainable growth isn’t about the market, it’s about AUM you control. Many RIAs benchmark portfolios to the S&P 500. That means market appreciation alone rarely creates true competitive advantage. When markets rise, AUM…
RIA M&A Didnt Fade into the Holidays. It Hit the Gas.
December closed out 2025 with 26 announced RIA transactions, pushing full-year deal volume to 295 transactions, a 26% year-over-year increase. Year-end activity was driven by scaled strategic platforms and continued engagement from sub-$1B RIAs weighing growth, succession, and…
SEC Flags RIA M&A as a 2026 Examination Risk
For the first time in recent years, the SEC has explicitly flagged RIA M&A as a potential area of heightened risk in its 2026 Examination Priorities. The SEC’s Division of Examinations noted that advisory firms…
Gina Cocking comments to Auto News on Protective Asset Protection purchase of Portfolio Holding, Inc.
Key Takeaways Protective Asset Protection will buy competitor Portfolio Holding Inc. in an acquisition that will bring together two large consolidator auto dealership finance and insurance product providers. “This is significant,” Scott Karchunas, president of Protective’s Asset Protection…
Today’s RIA Buyer Landscape — and What It Means for You
RIA M&A has crossed another milestone — but what does it mean for firm owners? Through October 2025, deal activity has already surpassed 2024’s full-year total, reflecting a market that remains active, competitive, and capitalized. Both…
