Business development

Custodian Trust Company of America helps RIAs create their own automated offerings.

Wealth Partners Capital Group's strategy uses a triumvirate, multi-regional method to buying firms.

An acquisition may pivot on making sure the RIA's nearly 200 advisors stick around after a deal closes.

The practice left its BD less than a year after John Hancock acquired Transamerica Financial Advisors.

Derek Burke discussed the Advisor Group firm’s upcoming digital offering and his top priorities.

Germany’s largest bank plans to focus on on markets such as Hong Kong, Singapore and the U.S.

The retirement powerhouse has made six deals so far this year, most recently acquiring Davidson & Garrard with $685 million in AUM.

Armed with private equity capital, Carson Group rebrands and will become an aggressive M&A player, outsource provider and breakaway recruiter.

An internal memo shows tight deadlines for half the brokers the IBD hopes to retain after the deal.

Buyers have big M&A advantage; many sellers stuck in 'the valley of doom,' advisors are told at Deals & Deal Makers Summit.

Beefed-up market research will help the firm’s advisors, says President Adam Antoniades.

Bill Morrissey, who is leading the effort, described the firm's rapid, multipronged approach.

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

Private equity-backed parent Advisor Group made the shakeup at a challenging time for IBDs.

The move previews what will be a tough recruiting fight for the IBD giant following its massive buy.

The average deal size for an RIA transaction is over $1 billion in AUM, according to Schwab.

The number of annual new SEC registrations has jumped by 150% since 2000.

Our exclusive interactive infographic reveals some interesting trends on the top 10 new firms and their locations.

The move is HighTower's 22nd transaction this year ― making 2017 the firm's busiest year ever.

Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.