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- Indexed articles, last 90 days
- 58
- Latest publication
- Oct 1, 2026
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- Jul 6, 2026
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Ex-MLB player turned wealth executive questions expansion team math (opens the original)
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As the NBA nears a decision on a Las Vegas expansion franchise reportedly priced at $12 billion to $13 billion with a new arena, a former pro athlete now advising RIAs says buying into an existing team may be the smarter investment play. Matt LaPorta, an executive-in-residence at St. Petersburg, Florida-based Dynasty Financial Partners, told InvestmentNews the math behind expansion teams gives investors pause. Both the MLB and NBA are progressing in plans to add new teams. In addition to the exp
Private credit becoming 'big piece' of annuities, T. Rowe exec says (opens the original)
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Retirees relying on annuities for guaranteed income could increasingly find their annuity products tied to underlying investments in private credit. According to the new 2026 Goldman Sachs Asset Management Retirement Survey & Insights Report, 83% said they wanted some guaranteed income as part of their retirement income strategy. Goldman Sachs executives discussed the survey findings on Monday in a media panel that included Wyatt Lee, head of target date strategies in the global multi-asset divi
Carnegie Investment Counsel sued over valuation suppression (opens the original)
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The former managing partner of Eagle Ridge Investment Management, which Carnegie Investment Counsel acquired last year, has sued the Ohio RIA and its top executives. He alleges they lowballed the value of his stake, while aiming to sell Carnegie to potential buyers on earnings that were nearly double the figure used to value his exit. David K. Laidlaw, the former managing partner of Stamford, Connecticut-based Eagle Ridge Investment Management, filed the complaint Aug. 7 in the Cuyahoga County C
Serial acquirers 'moving up market' amid RIA M&A slowdown (opens the original)
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As the RIA industry faces a reported 19% year-over-year drop in third-quarter M&A deals, one industry dealmaker points to buyers becoming more selective with their acquisition sizes as a top factor. “A lot of the serial acquirers, because they've covered a lot of geographies, they're really looking at bigger deals,” attorney Corey Kupfer told InvestmentNews. “That would be consistent with the serial acquirers moving up market. I think you see that in other PE [private equity]-backed industries w
Verdence plans CTO hire, national push after largest acquisition (opens the original)
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Maryland-based RIA Verdence Capital Advisors has completed its largest-ever acquisition in a move for fellow Maryland-based firm Harvest Investment Consultants, pushing Verdence to $5 billion in assets under management as it plots national expansion. Harvest manages $564 million for clients as its 10-person team led by Michael Meily joins Verdence, which was founded in 2017 by Leo Kelly after he left his role as managing director at Hightower. Harvest marks the second acquisition for Verdence si
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