Thought leadership, news and insights from top industry talent.

NEWS

  • 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...

INSIGHTS

  • Building Upon a Hard-Won Legacy: A Conversation with David Blain of BlueSky Wealth Advisors

    March 4, 2026

    David Blain, CFA, CEO of BlueSky Wealth Advisors, has spent nearly three decades building a firm that is...

  • What the RIA M&A Landscape Looks Like in 2026

    January 12, 2026

    By James Ianaconi, SVP & Head of Partnerships, Aspen Standard Wealth After a record-setting year in 2025, RIA...

  • After the Exit: Five Ways RIA Leaders Can Redefine Their Roles After a Sale

    January 6, 2026

    By Saul Weiner, Chief People Officer of Aspen Standard Wealth But why did you get into this business...

  • RIA Leaders: Strategies to Communicate with (and Retain) Long-Term Clients Regarding a Sale

    November 26, 2025

    By Colin Higgins, CEO of Summitry We had just celebrated our 20th anniversary as a firm. I, along...