Charles Paikert

RIAs are anxious to acquire assets, according to a new survey, and smaller firms are a prime target.

The former Aspiriant CEO joins DeVoe & Co. to launch a new transition service.

Mike Papedis oversaw RIA acquisitions, an increasingly important revenue source for the company.

The 17-year industry veteran says organic growth is the biggest issue facing advisory firms.

Large firms backed by outside capital are swooping in on smaller advisers, according to a new industry report.

The nation's largest IBD vows to take a “proactive approach” to the fiduciary rule.

The aggregator has clicked with an expansion-minded RIA seeking to grow its footprint and 401(k) business.

401(k) plans in small companies are a "blue ocean opportunity" for advisers.

To survive, planners must be willing to change in these five areas, according to the popular industry expert.

Robos, among other pressures, will force an evolution in the percentage of AUM fee model, the custodian head says.

The well-funded firm is focusing on the East Coast and Midwest, snapping up TriCapital Advisors in its latest deal.

Fidelity report: What RIA buyers want and what sellers need to know.

What breakaway brokers and service providers can learn from the collapse of Sanctuary Wealth Services.

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.

2016 was a record breaking year. Expect the same for 2017, says Echelon’s inaugural DealBook study

The expansion-minded RIA reaches $5.5B in AUM and adds its first Western office with its latest deal.

Record deal activity in 2016 is setting the stage for more growth, according to Echelon DealBook.

From fiduciary to robos to marketing: A close look at advisers’ top concerns and how their budgets have changed year-over-year, from TD Ameritrade’s annual survey.

Exclusive: Advice Period, the newest RIA platform model, offers star power and IBD qualities. Is it enough?

The executive suite transition has been years in the making.