Charles Paikert

“We’re going to see more restructuring of deal terms,” says investment banker Steve Levitt.

In a cut throat market, the RIA can now offer cash for M&A deals.

Almost 50% associate negative emotions with the practice. Here’s how planners can help.

The deal is the latest by a larger company seeking to gain fintech market share.

Communities of color still don’t see enough advisors “who look like them.”

The commission “failed to enact a meaningful conduct rule,” state regulator William Galvin says.

The RIA’s revenues blow past $1 billion, but industry observers note fierce competition among rival buyers.

Effective decision-making means knowing how to foster a culture of healthy criticism.

Captrust wins a heated battle to expand its North Carolina footprint.

Two prominent female advisors are joining forces to target first-generation wealth builders.

Compensation is critical — and keeps climbing — as 76% of RIAs say they plan to poach advisors from other firms.

United Capital has a new name, but key challenges remain for its new owner.

CEO Dan Arnold describes the firm’s tech-fueled advisor strategy.

The Wall Street giant reveals how it plans to capture a bigger share of the HNW and mass affluent markets.

Tensions between buyers and sellers of advisory firms are surfacing, according to a study.

Successful deals are generating a high degree of confidence in the M&A market.

The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.

The partnership will likely help both industry titans with their long-term strategic plans.

Deals by the holding company’s partner firms combined for over $5.5 billion in AUM last year.

The RIA expands and solidifies its presence in the Chicagoland market.