Can old, mid-sized multi-family offices hold their own against brand name global banks and aggressive RIAs?.#RIAs #FamilyOffice.

'Climate change will create winners and losers in every sector. It's the [investing] opportunity of a lifetime.'.#ClimateCrisis #ClimateFinance .

Admirers say @Peter_Mallouk is driven, determined and prescient. Critics say he can be ruthless, guarded and autocratic. How did Mallouk propel @Creative_Planning from a $30m pipsqueak in Kansas City to a $245bn industry powerhouse?.#RIA .

Global M&A has slumped 30% but RIA M&A has barely budged. What gives?.

“No one was talking about cash a year ago; now clients are talking about it all the time.".

Why are new client relationships for RIAs lagging?.#RIA .

By all accounts, the United Capital-@GoldmanSachs fiasco really was a cluster you-know-what. "It was a massive mistake," says one of Joe Duran's top lieutenants. "It should be a case study in how a deal can go wrong.".#MergersAndAcquisitions .

Even though #RonDeSantis hates diversity and inclusion, #financialplanning firms shouldn't. Here's why -.

For such a high flyer, @Charles_Goldman5 is still a bit mysterious. Find out what makes the ex-wrestler from @BeverlyHillsHigh and current mountain climber from Boulder who conquered the wealth management business tick.

YTD, @CerityPartners trails only WEG as the most active RIA M&A buyer. Now CEO @KurtMiscinski is looking at the U.K., Canada and Australia. Can you guess who his models for top shelf 'global professional service firms' are?.#RIAs .

Kestra Holdings wanted to become an RIA aggregator and launched Bluespring Wealth Partners 4 years ago. How are they doing?.

You know an RIA mega-merger is going to happen. The question is when, who and why those two -.

Further proof the RIA M&A market is doing just fine: three significant deals in one day, each from a different part of the market- @MercerAdvisors; @CerityPartners and @RSWealthAdvisor all flex their muscles. #RIAs #merger .

AI and asset management: much room for improvement needed, say CIOs.#artificalintelligence .

Sellers doing more due diligence, taking more time and placing a greater emphasis on NextGen needs. #mergersandacquisitions.

Dave Barton's climb to bring @MercerAdvisors to the top of the RIA heap included stops as a paperboy, litigator - and the Mayo Clinic. #mergersandacquisitions .

Have women who are primary HH breadwinners really 'come a long way baby?' New @UBS report reveals 'ambivalence - even discomfort' in new role and how advisors can successfully recognize and appreciate family income dynamics.

Advisors' uniquely demanding career path includes Gaining Traction, Hitting Your Stride and Winding Down. Pro tips on how to successfully navigate from industry veterans -.#RIAs .

The Mooch, aka @AnthonyScaramucci, was in fine form last week, hosting, with his usual flair, notable top investors at his annual @SALTConference in NYC. Highlights from @blackstone, Franklin Templeton and more:.

After big multiple arbitrage payoff, why would @CI_Financial stop selling?.