Succession planning

Cetera has provided financing and other services in more than 250 acquisitions across the IBD network since 2015.

Berkery will be succeeded by Michael Blum as the chairman of UBS Bank USA. A Merrill Lynch alum, Berkery was part of the turnaround team at UBS' wealth management unit, and during her tenure, the lending book at its bank more than doubled in size.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

The deal is only the first step in a major growth plan, according to the acquiring firm’s founder.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.

"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.

Focus Financial adds a $4 billion wealth management firm to its expanding roster.

An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.