United Capital

The platform provider is pushing the concept hard, but early reviews are mixed.

By focusing on the relationship, RIAs can outdo automated investors — and charge accordingly, says CEO Joe Duran.

"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.

The big questions firm owners should be asking in a booming M&A market.

The Broker Protocol, the new tax law and the fate of the bull market are expected to influence RIA deal-making in 2018.

Consolidators are doubling and tripling RIAs' five-year performance.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

The milestone cements the dominance achieved by large institutions in the online space.

The deal marks the largest acquisition for the firm year to date.

The sale of an asset management firm gives Mariner a capital source to buy RIAs. Lots of them.

Automated platforms may have steered investors to buy rather than sell in the market panic.

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.

Give life advice and charge accordingly, says United Capital's Joe Duran.

"It’s never been a better time to be a seller," says investment banker Liz Nesvold.

The RIA's 7th deal in 16 months is for a $160M adviser.

Those unwilling to embrace technology will be left behind, wealth management leaders warn.

Former AMG executives buy stake in three regional wealth managers for use as aggregation vehicles.

The platform provider will now offer to buy a percentage of an advisory firm's revenue.

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 finding that the biggest competition for clients is right in their own backyard.