Thought leadership, news and insights from top industry talent.

NEWS

  • 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...

INSIGHTS

  • RIA Leaders: Are You Ready to Sell? Four Steps to Take First

    April 14, 2026

    By Abhisek Sahoo, Director of M&A and Investing, Aspen Standard Wealth When the time comes to consider an...

  • Choosing the Right Partner for Your Life’s Work: Lessons from the Frontlines of an RIA Deal

    March 24, 2026

    By James Van de Voorde, Partner and Regional Director, Summitry Like many other RIA leaders, you have worked...

  • 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...