Thought leadership, news and insights from top industry talent.

NEWS

  • Aspen Standard Wealth Acquires MG Financial, a $1.1 Billion AUM RIA Based in Boston

    August 6, 2025

    MG Financial is the fourth RIA that Aspen has acquired since launching in 2024. NEW YORK – Aug....

  • Aspen Standard Wealth Acquires SKY Investment Group, an $880 Million AUM RIA in Hartford

    July 9, 2025

    Aspen creates permanent partnerships by investing in the long-term growth of successful RIAs NEW YORK – July 9,...

  • Aspen Standard Wealth Acquires $2.9 Billion AUM New England Private Wealth Advisors

    April 8, 2025

    Aspen creates permanent RIA partnerships by investing in long-term growth and ensuring lasting stability and support. Aspen Standard...

  • 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

  • The 4 Questions RIA Leaders Should Ask of Potential Partners … but Don’t

    August 28, 2025

    By James Ianaconi, SVP & Head of Partnerships at Aspen Standard Wealth When exploring potential acquirers, RIA leaders...

  • Choosing a Partner that Puts Client Service and Culture First: A Conversation with MG Financial Founder Mary Gilligan

    August 28, 2025

    Mary Gilligan makes it clear that she was not looking for a firm to partner with. Nearly 30...

  • Committed to a Legacy of Multi-Generational Wealth

    July 9, 2025

    SKY Investment Group Founder Robert Bingham on Partnering with Aspen Standard Wealth Bob Bingham made a promise to...

  • RIA Leaders: 9 Compliance Capabilities to Look for When Exploring a Partner

    June 13, 2025

    By Richard C. Sarhaddi, Esq., General Counsel and Chief Compliance Officer, Aspen Standard Wealth, LLC Compliance. For RIA...

  • What RIA Leaders Should Look for in a Partner When it Comes to Succession Planning

    May 9, 2025

    By Justin Wells, Partner and Chief Revenue Officer For many RIA leaders, succession planning is at the top...

  • Selling your RIA? 4 Things That Should NOT Change When the Deal is Done

    April 10, 2025

    When an RIA leader is looking to sell, negotiation is the name of the game. It is expected...

  • A Shared Commitment to a Lasting Legacy: Why NEPWA Chose to Partner with Aspen Standard Wealth

    April 8, 2025

    After 20 years in business serving more than 350 clients and managing approximately $2.9 billion in assets (as...

  • 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...