Charles Paikert is a senior editor at Financial Planning. Follow him on Twitter at @paikert.
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More assets — and teams — are in motion than ever. What's behind the movement?
April 9 -
As the shift to fee-based accounts roils the industry, forward-thinking firms are revisiting how they pay employees while also making work more enjoyable. By Charles Paikert
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The new tax law poses a dilemma for wealth managers.
March 22 -
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"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.
March 7 -
Offering specialized planning is now essential to attract and retain HNW clients.
February 28 -
Focus Financial adds a $4 billion wealth management firm to its expanding roster.
February 27 -
The RIA boosts its platform, loses top execs and faces wary advisors.
February 22 -
The firm's aggregation model yields two RIA deals in two weeks.
February 12 -
The Bronfman Rothschild CEO is vying for a seat in Maryland as an independent.
February 6 -
After a fourth-quarter slowdown, deal-making resumed with a vengeance in January.
February 2 -
Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.
January 31 -
Some guidance is in order to make sure encountering the revised SEC document for the first time goes smoothly.
January 25 -
The Broker Protocol, the new tax law and the fate of the bull market are expected to influence RIA deal-making in 2018.
January 21 -
Consolidators are doubling and tripling RIAs' five-year performance.
January 18 -
Bronfman Rothschild head Neal Simon faces long odds in Maryland race.
January 2 -
Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.
January 1 -
Firms with over $250 million in AUM are unbundling more service offerings, a new study shows.
December 17 -
Sellers should focus on what buyers are really looking for, not just price or assets.
December 12
