Charles Paikert is a senior editor at Financial Planning. Follow him on Twitter at @paikert.
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Advisory firms are generating "phenomenal" internal rates of return for PE buyers.
July 9 -
Help them understand distinctive features, especially pricing and leverage.
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Digital transformation will only accelerate, a technology consultant tells wealth managers.
July 2 -
RegentAtlantic buys Hillview Capital to widen its mid-Atlantic footprint.
June 27 -
Captrust scoops up two more RIAs in the market’s sweet spot.
June 25 -
Former All-Star Tony Parker, newly hired by a planning firm, and top wealth managers offer new pros free financial advice.
June 19 -
Brokers “have become accustomed to this kind of deal structure,” COO Ed Swenson says.
June 11 -
“The amount of capital available to this industry is small relative to the size of the need,” says one new lender.
June 10 -
Dakota Wealth Management’s fourth deal in 13 months brings its AUM close to $1 billion.
May 21 -
Joe Duran outlines the company’s strategy for its mass-affluent advisory push.
May 20
