Thought leadership, news and insights from top industry talent.

NEWS

  • 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

  • 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...

  • 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...