Understanding the Client Retention Hurdle in RIA Sales

Published on June 20, 2025

Gladstone Group M&A consultant Derek Bruton reports that RIA sellers almost always clear the client retention mandate common in deal contracts.

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The Diamond Podcast for Financial Advisors: Doug Fritiz on AI, Strategy and the Future of Wealth Management

June 20, 2025
F2 Strategy co-founder Doug Fritz offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience.

Z1: Enhanced Financial Accounts projects updated

June 20, 2025
The most recent data are available online at https://www.federalreserve.gov/releases/efa/enhanced-financial-accounts.htm. The following projects have been updated with the most recently available data: Issuer-to-Holder (From-Whom-To-Whom) Data; Distributional Financial Accounts; Household Debt by State, County, and MSA; Section 529 College Plans by State; Depository Institutions: Consolidated Bala