Charles Paikert

New capital from outsiders is adding $50 million to the RIA's war chest.

Automated investing platforms are making it tougher to charge for some financial advice, says Tiburon Strategic Advisors.

Beacon Pointe’s latest deal puts the wealth manager over the $2B AUM milestone, and it’s eyeing new markets.

Insurance industry giant targets RIA market via fee-based annuities.

Experts say planners ignore offering counsel beyond numbers and investments at their own peril.

Echelon’s recent launch of a platform helps firms support firms’ ‘wealthtech’ strategies.

A review of the candidates’ proposals leaves Wilmington Trust execs pessimistic.

After a stormy tenure at the bank, the former Colony and Banyan head goes back to the acquisitions arena.

The M&A powerhouse targets New England to broaden its footprint.

A once-reliable spring of retirement proceeds has all but dried up. Here’s how planners are making sure clients have alternatives.

Pathstone Federal Street-Convergent combo forms a new $10B UHNW powerhouse.

Established firms have an edge as the M&A market moves toward another record year.

A long-awaited IPO comes with many questions.

The platform provider has added an estimated $1 billion in assets in two months.

Breaking down the benefits and red flags of the industry's leading acquirers.

The firm was "cut out" from an entire class of advisers, says CEO Alexandra Lebenthal.

The percentage of M&A deals involving brokers leaving for advisory firms has plunged.

Assets under advisement were said to be $13 billion. The AUM was much less.

Median operating profit declined more than 6 percentage points in 2015.

The country's largest independent broker-dealer added 100 advisers in the second quarter.