Industry

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

Here is how advisory firms should position themselves for acquisition.

The firm's latest hire has nearly three decades of industry experience.

The two were part of a three-person brokerage team that joined SunTrust Private Wealth Management in Atlanta.

Awards and settlements are piling up even as the U.S. wealth management unit reports record profits.

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.

An alternative to acquiring an advisory firm, this strategy might also net books of business.

An alternative to acquiring an advisory firm, this strategy might also net books of business.

The advisers oversaw nearly $900 million in combined AUM, and moved to Morgan Stanley, Raymond James and HighTower.