Ethic Raises $64M, Led By State Street Global Advisors

Published on April 3, 2025

The tech provider to intermediaries for building custom, personalized portfolios remains one of the last independent firms in its space.

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Volatility, Higher Rates Didn’t Dull Q1 RIA M&A

April 3, 2025
The first quarter saw a record number of M&A deals in the RIA space, according to DeVoe & Co., with firms having “figured out how to do deals in higher interest-rate environments,” one consultant said.

Q&A: How John Thiel Aims to Put Advisors Back on Top

April 3, 2025
"The advisor keeps getting marginalized and resources taken away to give to shareholders. We felt like that was wrong."