Charles Paikert

Former Envestnet executives partner with investment group to launch new consulting firm.

A New York PE firm makes a “significant” investment in the $16.5 billion consolidator.

A plethora of options have opened up for advisory firms, but many are unfamiliar with borrowing protocols.

Interest in acquiring advisory firms appears to be at an all-time high.

Buyers compete fiercely for available firms even as they assert pricing is not out of hand.

From surcharge brackets to prescription drug plans, advisors need to understand how Medicare works.

HighTower adds a nearly $1 billion RIA to its growing roster.

Soaring demand for loans has spurred DeVoe & Co. to launch a referral service.

The RIA holding company reports a 30% rise in revenues and 30 M&A deals.

RIAs need to review fee flexibility, target markets, value and branding.

The firm's price and valuation exceeded expectations.

Smaller RIAs want to follow Schwab’s lead. Will the model boost diversity and attract younger clients?

MyVest’s Anton Honikman shares secrets of a successful partnership.

Hyperpersonalization delivered via improved technology is critical for client relations, a new report says.

Genstar puts consolidator Mercer Advisors up for sale.

Advisory firms are generating "phenomenal" internal rates of return for PE buyers.

Help them understand distinctive features, especially pricing and leverage.

Digital transformation will only accelerate, a technology consultant tells wealth managers.

RegentAtlantic buys Hillview Capital to widen its mid-Atlantic footprint.

Captrust scoops up two more RIAs in the market’s sweet spot.