Authoritative news and analysis for private wealth managers. Sibling to @iimag.

Joined January 2019
478 Photos and videos
3 Sep 2024
Unleashing Female Strength: Tapping into the $30 Trillion Women’s Wealth Management Market spr.ly/6013mfreR @IntellifloLtd #intelliflo #intellifloredblack #wealthmanagement #womeninwealthmanagement
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6 Jun 2024
Congratulations to all the winners of the 2024 RIA Intel Awards! spr.ly/601458n6k
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30 May 2024
Interval Funds’ Triple-Digit Rise spr.ly/6010e9Fk4
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24 May 2024
These Are the Shifting Demographics of Retail Investors spr.ly/6012eDtME
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24 May 2024
Addepar Partners With RIA Corient spr.ly/6016eDt6g
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14 May 2024
SEC Proposes Customer ID Program for RIAs spr.ly/6010d1kqQ
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10 May 2024
Inflation Is Hurting Retirees’ Dreams spr.ly/6013jxI9f
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9 May 2024
Focus Financial Announces Massive RIA Merger spr.ly/6014jsdWp
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3 May 2024
Custodian Altruist Raises $169 Million in Series E spr.ly/6012jRtcj
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30 Apr 2024
How Tech Is Propelling RIA Growth spr.ly/6010jGg2j
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23 Apr 2024
RIA Dealmaking Is Up: A report by Echelon Partners found that this was the second-most-active first quarter on record. spr.ly/6017bY8MZ
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22 Apr 2024
Opinion: Three Pivotal Trends Impacting Growth spr.ly/6015bdf07
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16 Apr 2024
iCapital Partners With Bain Capital on Private Credit Platform spr.ly/6015bBXGU

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12 Apr 2024
Announcing the 2024 RIA Intel Awards Finalists spr.ly/6012wtknw
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10 Apr 2024
Ron Carson Steps Down as Carson Group CEO spr.ly/6014wckN8
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8 Apr 2024
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
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3 Apr 2024
iCapital Is Acquiring Fintech Reporting Company Mirador spr.ly/6013ZCu2B
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2 Apr 2024
AlTi Global Is Buying East End Advisors spr.ly/6018Zvu0O
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1 Apr 2024
Eaglebrook, Franklin Templeton Launch Bitcoin and Ethereum SMA spr.ly/6019ZvRy7
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25 Mar 2024
Investor Satisfaction Rises, but Millennial Flight Might Be Coming spr.ly/6010khcpr
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