Schwab Advisor ProDirect launches with 10 RIAs at $21,000/year, targeting breakaway and growth-stage firms managing $50M to $300M. Here’s what it means.
Browsing: wealth management
April 2026 saw the biggest advisor breakaway wave in years. Sanctuary, Corient, Mariner, Prairie View — $7B+ moved. What it signals for wealth management.
466 RIA deals in 2025, valuations at 11.6x EBITDA, and LPL’s $2.7B Commonwealth deal. Inside the consolidation squeezing mid-size RIAs in 2026.