Thought leadership, news and insights from top industry talent.

NEWS

  • New RIA Acquirer Aspen Standard Wealth Makes First Purchase. It’s a Big One.

    January 9, 2025

    Aspen Standard Wealth, a holding company that bills itself as a new kind of acquirer of registered investment advisor firms, has concluded its first deal, snapping up Summitry, a $2.8 billion practice in the San Francisco area.

  • Ten to Watch in 2025: Aly Kassim-Lakha

    January 6, 2025

    In an industry known for the stubbornly elevated average age of advisors, Aly Kassim-Lakha is a fresh face...

  • RIAs Should Focus On Local Community For Organic Growth

    January 6, 2025

    In the quest for organic growth, many RIA leaders instinctively seek greener pastures beyond their own backyards. While...

  • Aspen Standard Wealth Acquires $2.8 Billion AUM Summitry

    November 4, 2024

    Aspen’s refreshing approach creates permanent RIA partnerships, inflecting growth and ensuring lasting stability and support. NEW YORK...

INSIGHTS

  • 8 Reasons Why Marketing is Critical for RIAs to Achieve Organic Growth

    March 19, 2025

    By Kate Moulton Chmielewski, Partner, Head of Marketing, Aspen Standard Wealth The RIA industry has long relied on...

  • RIA Leaders Looking to Sell: Four Reasons to Consider a ‘Goldilocks’ Partner

    March 19, 2025

    By James Ianaconi, SVP & Head of Partnerships at Aspen Standard Wealth Historically, RIA leaders have faced a...

  • On Track for Success: How Training for the Olympics Translates into Successful RIA M&A

    March 4, 2025

    Michelle Quinn never imagined she would one day be training for the U.S. Women’s Olympic Bobsled Team. In fact, as...

  • RIA Leaders: Five Reasons Why a Decentralized Model is the Way to Go

    January 9, 2025

    By Aly Kassim-Lakha, CEO of Aspen Standard Wealth RIA leaders are understandably very protective of their firms. They’ve...

  • What RIA Leaders Need to Know about the M&A Environment in 2025

    January 9, 2025

    By James Ianaconi, SVP & Head of Partnerships at Aspen Standard Wealth With the S&P 500 coming off...

  • RIA Leaders Hungry for Organic Growth: 3 Strategies to Focus on Your Core Geography

    December 17, 2024

    By Justin Wells, Partner and Chief Revenue Officer In the quest for organic growth, many RIA leaders instinctively...

  • Investing for the Long Term: A Refreshing Approach to Partnering with Successful RIAs to Fuel Growth

    December 4, 2024

    RIA leaders face a dilemma: they want outside capital to generate liquidity and drive growth, but don’t want...

  • The Aspen Approach: How We’re Reimagining RIA Partnerships for Sustainable Growth

    November 30, 2024

    In today’s wealth management landscape, the race for growth often sacrifices stability, culture, and long-term vision. Too often,...

  • A Shared Long-term Vision: Why I Chose to Partner with Aspen Standard Wealth

    November 4, 2024

    On Nov. 1, 2024, Aspen Standard Wealth acquired Summitry, a leading $2.8 billion registered investment advisor (RIA) based...