RIAIntel

Unleashing Female Strength: Tapping into the $30 Trillion Women’s Wealth Management Market spr.ly/6013mfreR @IntellifloLtd #intelliflo #intellifloredblack #wealthmanagement #womeninwealthmanagement

Congratulations to all the winners of the 2024 RIA Intel Awards! spr.ly/601458n6k

Interval Funds’ Triple-Digit Rise spr.ly/6010e9Fk4

These Are the Shifting Demographics of Retail Investors spr.ly/6012eDtME

Addepar Partners With RIA Corient spr.ly/6016eDt6g

SEC Proposes Customer ID Program for RIAs spr.ly/6010d1kqQ

Inflation Is Hurting Retirees’ Dreams spr.ly/6013jxI9f

Focus Financial Announces Massive RIA Merger spr.ly/6014jsdWp

Custodian Altruist Raises $169 Million in Series E spr.ly/6012jRtcj

How Tech Is Propelling RIA Growth spr.ly/6010jGg2j

RIA Dealmaking Is Up: A report by Echelon Partners found that this was the second-most-active first quarter on record. spr.ly/6017bY8MZ

Opinion: Three Pivotal Trends Impacting Growth spr.ly/6015bdf07

iCapital Partners With Bain Capital on Private Credit Platform spr.ly/6015bBXGU

Announcing the 2024 RIA Intel Awards Finalists spr.ly/6012wtknw

Ron Carson Steps Down as Carson Group CEO spr.ly/6014wckN8

Wealth Enhancement Group, one of last year’s most active RIA acquirers, announced on Monday that it had surpassed more than $81 billion in client assets. spr.ly/6017wkrdx

iCapital Is Acquiring Fintech Reporting Company Mirador spr.ly/6013ZCu2B

AlTi Global Is Buying East End Advisors spr.ly/6018Zvu0O

Eaglebrook, Franklin Templeton Launch Bitcoin and Ethereum SMA spr.ly/6019ZvRy7

Investor Satisfaction Rises, but Millennial Flight Might Be Coming spr.ly/6010khcpr