Charles Paikert

Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.

“If you continue to work the way you have been, you may not be in business in five years,” says United Capital CEO Joe Duran.

Acquisitive advisory firms, private equity and banks are expected to be big buyers.

Pathstone's merger with Federal Street is "a defining deal for firms serving the UHNW segment," says industry consultant Jamie McLaughlin.

The executives decided to leverage their skills in their own areas of expertise.

Undaunted by the failure of a rider to the federal budget bill, the new legislative initiatives will try to once again strangle the Labor Department fiduciary proposal.

Four scenarios are possible. Here’s the most likely.

Only 9% of younger advisors on ownership track have equity stakes in their firms, reveals the Fidelity Benchmarking Study.

The last review was seven years ago.

"I don't see a top in valuations," says Marty Bicknell, CEO of Mariner Wealth Advisors.