Finance News
RIA M&A Trends Down, But Far From Out
It may be the first year in nearly a decade that the RIA market doesn’t break records, but industry trackers expect it will remain heated as private equity, new players and synergistic opportunities abound.
By NB
Aug 2, 2023
Now Is a Good Time to Review Strategies for Estate Taxes & Gifting
Consider taking advantage of current higher exclusions of gifting.
By NB
Aug 2, 2023
How to Capitalize on Capital Improvements at Multifamily Properties
By making the right capital improvements, property managers can increase the value of their properties and create a more attractive environment for tenants.
By NB
Aug 2, 2023
Hybrid RIA RFG Advisory Takes First Outside Capital With Long Ridge Investment
The majority investment will be used to launch an equity ownership program and beef up RFG’s talent across multiple functions.
By NB
Aug 2, 2023