Ali Hibbs is a RIA Reporter at RIA. She covers a range of topics within finance, including wealth management, asset management, investment strategies, and corporate finance, with a focus on the intersection of business and economics. Ali's insights and analyses have been featured in prominent publications such as The Daily Upside, WealthManagement.com, AdvisorHub, Spotlight Newspapers, and The Daily Gazette.
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Ali Hibbs seems to cover topics related to the business and wealth management sectors, focusing on press releases and private sector announcements. She would likely be interested in receiving pitches about new product launches, company acquisitions, leadership changes within financial organizations, or updates on investment strategies.
Given her focus on private sector announcements and press releases, she may be most responsive to PR professionals who can provide detailed information about significant developments within financial services companies or wealth management firms.
While Ali does not have a specific geographic focus mentioned, her coverage appears to encompass national and potentially international news within the finance industry.
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Erin Whalen (L) and Mark Duvall have sold their Menlo Park RIA to EP Wealth.
Brad Knapp, president and chief executive of Clearstead Advisors.
(L-R) Kevin Burns, Mark Dupont, Jim Betzig and David Waddell.
(L-R) Joe Splendorio, Lindsey Splendorio and Cory Wietfeldt.
Peter Maris (L) and Brian Pugal have sold their $700M RIA to Choreo.
Three Focus Financial-owned RIAs have merged into a single firm with close to $10 billion under management. Coastal Bridge Advisors, Waddell & Associates and One Charles Private Wealth will operate under the Coastal Bridge brand, with 252 employees across eight offices in Massachusetts, Connecticut, North Carolina, Tennessee, Florida and California. James Betzig will remain CEO, Mark Dupont will remain president and William Loftus will serve as chief revenue officer. David Waddell becomes chief investment strategist and co-chairman alongside Coastal Bridge founder Kevin Burns.
A seven-advisor team managing more than $750 million at Raymond James Financial’s independent brokerage unit left to join Concurrent Investment Advisors, according to an announcement on Wednesday.
Caprock, a Boise, Idaho-based RIA with around $17 billion in client assets, has made its second acquisition in its 21-year history.
(L-R) Matt Zager, Autumn Garcia, Scott Milam, Brady Jowell and Ethan Kim from Fisette & Kim Financial Services.
By: Ali Hibbs
Dealmaking among registered investment advisory firms reached a record pace in the first half of 2026, but the industry’s most acquisitive buyers increasingly believe that the decade-long run-up in valuations has come to an end.
