RIA Match

09/03/2026

View and connect with our latest Featured Firm (subscriber #966985), an established, fee-only lifestyle practice in Orlando, FL area looking to sell, join or merge with a culturally aligned firm https://www.riamatch.com/profile/966985 . Don't have an RIA Match account yet? It's free to create your account profile and only take a few minutes to get started.

08/31/2026

The AI revolution is well underway in the wealth management industry, but many advisors are missing a big boost that the technology can provide, according to Samantha Russell, chief evangelist at digital marketing platform FMG Suite. Read the full article from InvestmentNews in K&I Digest.

Altruist, the tech-based custodian founded and run by Jason Wenk, has entered into an agreement to be acquired by financial services and investment giant Vanguard.

08/28/2026

Featured Enterprise: East Paces Group, an independent, fee-only wealth management team actively seeking acquisition, succession, and partnership opportunities with advisors who are looking for a long-term home for their clients and team

Enterprises firms require maximum visibility over anonymity.They are scaling their reach, building their bench, and assembling a competitive marketplace.

08/26/2026

Meet our latest Featured Candidate (profile #360567) a credential career changing professional with over ten years of real estate analysis, management, and ownership experience. Log in or create your free account today to learn more.

RIA Match connects financial advisors, NextGen talent, and partners for succession planning, growth, and the right career moves. Find your match today.

08/24/2026

Are you measuring what actually matters—or just what’s easy to measure?

In marketing, it’s easy to get caught up in metrics that look good on a dashboard but don’t lead to meaningful action.

The better question is: What will you actually change based on what you learn?

If the answer is “nothing,” it may be time to stop measuring it.

Read the latest RIA Match insight: Stop Measuring What You Won’t Change

https://www.riamatch.com/knowledge-and-insight/stop-measuring-what-you-won-t-change

08/17/2026

Are you marketing backwards?

Too often, businesses start with the marketing tools they have—email, LinkedIn, automation, ads—and then try to build a strategy around them.

But effective marketing starts somewhere else: your buyers.

Who are they? What are they trying to accomplish? What challenges are they facing? And what do they actually need from you?

In the latest RIA Match Knowledge & Insight Digest, we share an article that explores why putting your buyers first can lead to more focused, relevant, and effective marketing.

👉 Read: Are You Marketing Backwards? Start With Your Buyers, Not Your Marketing Tools https://www.riamatch.com/knowledge-and-insight/are-you-marketing-backwards-start-with-your-buyers-not-your-marketing-tools

08/14/2026

Featured Candidate: Elite UHNW Wealth Management Professional
An Ivy League-educated investment professional with 8+ years of Wall Street, private wealth, and family office experience is seeking a new opportunity in the NYC area.
Highlights:
• Co-managed a prominent single-family office investment program since 2022
• Expertise in portfolio construction, asset allocation, tax-aware strategies & manager due diligence
• Experience supporting $3.7B+ in client assets
• Princeton + NYU Stern MBA
• Former Goldman Sachs, AllianceBernstein & Mid Penn Bank
Target roles: Relationship Management | Portfolio Management | Investment Research
Availability: Immediate
RIA Match members: Log in to review the full profile and connect https://www.riamatch.com/profile/372826

08/10/2026

In this week’s K&I Digest our own Bill McGuire's Rethinking65 article shares the story of an advisor who stopped trying to be everywhere and instead focused on the marketing approach that best matched their strengths. He walks through the process used to uncover their "one thing", an approach that may help you find yours.

08/06/2026

Looking for an experienced Client Service & Financial Planning professional?
This week's featured RIA Match candidate brings 24+ years of wealth management experience supporting high-net-worth clients within a successful founder-led advisory firm.
✔ Securities licensed
✔ Expert in eMoney, CRM management & client service operations
✔ Strong background in financial planning, relationship management, and streamlining advisor workflows
✔ Seeking a remote or Philadelphia-area opportunity with a solo advisor or boutique RIA
"I thrive on creating efficient systems, solving problems, and building trusted relationships."
If you're looking to add an experienced professional to your team, log in to RIA Match to view the full profile and start a conversation today.

08/04/2026

Seeking more independence and a future succession path?

A $70M fee-only NYC RIA is looking to connect with advisors who serve HNW clients and want autonomy, support, and long-term growth opportunities.

Log in to RIA Match to view the profile and start a conversation.

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