Charles Paikert

The Wall Street giant will use the Main Street advisory firm to further its mass-affluent strategy.

The RIA is the largest firm to depart the protocol in more than a year and a half.

Expect AI to be a growth factor, an expert predicts at Morningstar.

With an eye on a future sale, the $48B RIA wants to build enterprise value.

The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.

The $22 billion RIA makes its sixth deal of the year in a red-hot market.

The large aggregator faces questions about its future.

The market is expected to remain heated in the months ahead.

The firm is targeting the mid-Atlantic region, northern Virginia, Florida and the Midwest for more acquisitions this year.

The aggregator buys two RIAs with a combined AUM of over $800 million.