Charles Paikert

The $3 billion-plus RIA seeking scale via acquisitions.

Discounted cash flow valuations have become popular, but untangling the formula can be challenging.

Still, advisors thinking of selling are urged not to procrastinate.

Third-party providers can boost AUM, but due diligence is critical.

The aggregator nears $1 billion in revenue.

The platform provider will keep its New York offices.

Productivity may not come back, but private equity may be the answer for some.

Fintechs are also attracting strong PE interest; robos not so much.

New M&A and lending services bolster the company’s offering but steep challenges remain.

As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.

While the average deal size has climbed above $1.3 billion, solo practices still continue to thrive.

In a surprise move, Liz Nesvold sells investment bank Silver Lane Advisors to Raymond James Financial.

Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.

The frothy seller’s market for advisory firms may be coming to end, says veteran dealmaker Peter Raimondi.

Concerns mount about the aggregator counting tuck-ins as organic growth.

One of the first RIA aggregators is at the center of a bitter legal dispute.

Too many planners are serving too few clients, Dynasty’s chairman argues.

Growing firms need professional management, but chief operating officers with advisory experience are hard to find.

Some worry that BlackRock products will crowd out competitors on the platform.

The firm will test markets in a few cities next year in a bid to keep pace with a shifting wealth management landscape.