Charles Paikert

Advisory firms are generating "phenomenal" internal rates of return for PE buyers.

Help them understand distinctive features, especially pricing and leverage.

Digital transformation will only accelerate, a technology consultant tells wealth managers.

RegentAtlantic buys Hillview Capital to widen its mid-Atlantic footprint.

Captrust scoops up two more RIAs in the market’s sweet spot.

Former All-Star Tony Parker, newly hired by a planning firm, and top wealth managers offer new pros free financial advice.

Brokers “have become accustomed to this kind of deal structure,” COO Ed Swenson says.

“The amount of capital available to this industry is small relative to the size of the need,” says one new lender.

Dakota Wealth Management’s fourth deal in 13 months brings its AUM close to $1 billion.

Joe Duran outlines the company’s strategy for its mass-affluent advisory push.

The Wall Street giant will use the Main Street advisory firm to further its mass-affluent strategy.

The RIA is the largest firm to depart the protocol in more than a year and a half.

Expect AI to be a growth factor, an expert predicts at Morningstar.

With an eye on a future sale, the $48B RIA wants to build enterprise value.

The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.

The $22 billion RIA makes its sixth deal of the year in a red-hot market.

The large aggregator faces questions about its future.

The market is expected to remain heated in the months ahead.

The firm is targeting the mid-Atlantic region, northern Virginia, Florida and the Midwest for more acquisitions this year.

The aggregator buys two RIAs with a combined AUM of over $800 million.