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Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.
May 19
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Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.
May 9
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The platform provider will now offer to buy a percentage of an advisory firm's revenue.
May 3
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Blue chip private equity firms Stone Point and KKR enter the RIA market with a majority stake purchase of the New York consolidator.
April 19
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With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.
April 18
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The RIA's parent company is set to buy a very large adviser aggregator. If completed, it would be the biggest transaction of the year.
April 13
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The RIA is negotiating to buy a portion of Wealth Trust. It may also be facing the loss of a second top executive.
April 7
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How advisory firm owners can institutionalize their business — and command a higher multiple in the M&A market.
April 6
Park Sutton Advisors -
The RIA aggregator's newest partner, Boston-based Lake Street Advisors, is its sixth in in New England and its second addition this year.
April 5
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Exclusive: The personality-driven RIA, backed by private equity money, plans to 'move quickly' to make acquisitions in existing markets.
April 5
