RIAs

Successful deals are generating a high degree of confidence in the M&A market.

The firm's chief Eric Clarke says there are multiple suitors.

The firm added 40,000 new accounts last year and hit a record $3 trillion in client balances.

The recruits include a father-son duo from UBS.

The bank continues to struggle with attrition due to scandals, regulatory scrutiny and a graying workforce.

The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

Planners — and RIAs that want to hire them — have faced hurdles tied to client solicitation rules.