Charles Paikert is a senior editor at Financial Planning. Follow him on Twitter at @paikert.
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Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.
May 9 -
The platform provider will now offer to buy a percentage of an advisory firm's revenue.
May 3 -
Less than two weeks after KKR and Stone Point Capital announced they were buying a majority stake in the RIA aggregator, a new Silicon Valley firm joins as a partner.
May 1 -
CEO Larry Fink aims to ramp up technology offerings for advisors, from BlackRock's robo platform to Aladdin, a data and risk analytics platform.
April 28 -
“Severely undervalued companies,” were highlighted by investment exec panelists at the annual Morningstar Investment Conference.
April 27 -
The impact of digital companies may be felt later than sooner; but millennial clients and health data seen as catalysts, experts say.
April 27 -
Blue chip private equity firms Stone Point and KKR enter the RIA market with a majority stake purchase of the New York consolidator.
April 19 -
Top advisers appear content at their current jobs, but new challenges and responsibilities may lure prospects.
April 19 -
The RIA's parent company is set to buy a very large adviser aggregator. If completed, it would be the biggest transaction of the year.
April 13 -
HighTower and Dynasty added big platform clients as wirehouse brokers continued to flee.
April 10
