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

  • 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...

  • The 5 Tech Questions RIA Leaders Should Ask of Potential Partners … but Don’t

    November 11, 2025

    By Bryan Jaffe, Chief Technology Officer, Aspen Standard Wealth For many RIAs, joining a larger platform unlocks a...

  • 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...