Charles Paikert is a senior editor at Financial Planning. Follow him on Twitter at @paikert.
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Successful deals are generating a high degree of confidence in the M&A market.
January 21 -
The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.
January 14 -
The partnership will likely help both industry titans with their long-term strategic plans.
January 9 -
Deals by the holding company’s partner firms combined for over $5.5 billion in AUM last year.
January 8 -
The RIA expands and solidifies its presence in the Chicagoland market.
January 8 -
Mariner Wealth Advisors adds to its string of acquisitions, buying two tax practices.
January 5 -
Holders of Series 7 licenses, "knowledgeable" fund employees and Native American tribes would become eligible to make riskier investments in private markets.
December 19 -
The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.
December 12 -
Banking and robo advice will be part of the new digital offering, United Capital's CEO says at MarketCounsel.
December 11 -
Current employment contracts benefit companies and silence women, according to an In|Vest West panel of advisors and industry professionals.
December 9