Corporate governance

How advisory firm owners can institutionalize their business — and command a higher multiple in the M&A market.

The RIA aggregator's newest partner, Boston-based Lake Street Advisors, is its sixth in in New England and its second addition this year.

Exclusive: The personality-driven RIA, backed by private equity money, plans to 'move quickly' to make acquisitions in existing markets.

The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.

RIAs are anxious to acquire assets, according to a new survey, and smaller firms are a prime target.

Planning is particularly complicated when accounting for stepparents and stepsiblings.

Too many wirehouse brokers believe they won’t have access to sophisticated lending solutions if they break away. They’re wrong.

The former Aspiriant CEO joins DeVoe & Co. to launch a new transition service.

Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.

Mike Papedis oversaw RIA acquisitions, an increasingly important revenue source for the company.