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Business development
$8B breakaway UBS team hit with lawsuit
The wirehouse files for a restraining order in wake of move to Dynasty.
What you need to know to start a fee-only RIA
From setting fees to compliance scares, veteran planners advise new RIAs on what to consider when launching a firm.
FP50: IBDs with the largest total revenues
See which independent broker-dealers outpaced their peers at the top line.
How to turn a name drop into a referral
Fee-only advisers should view it as a way to help more people rather than a sales exercise, according to one consultant.
RIA M&A activity hits all-time high but average AUM of sellers plunges
Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.
Dynasty ups the ante in fierce competition to partner with RIAs
The platform provider will now offer to buy a percentage of an advisory firm's revenue.
Focus Financial's home run: Aggregator PE deal worth $2B
Blue chip private equity firms Stone Point and KKR enter the RIA market with a majority stake purchase of the New York consolidator.
Dynasty raises platform bar with latest partner
With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.
HighTower zeroing in on $6B WealthTrust deal
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.
HighTower high drama: Firm nearing $6B deal, second exec leaving?
The RIA is negotiating to buy a portion of Wealth Trust. It may also be facing the loss of a second top executive.
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