Consolidations

For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?

It’s the 14th RIA acquisition for the Canadian asset manager since it entered the U.S. market last year.

The deal will nearly double Congress Wealth Management’s client assets.

Wealth management firms are consolidating at a breakneck pace in a bid to grab wealthy U.S. clients.

The RIA picks up 1,300 clients with $780 million in assets, underscoring feverish consolidation among wealth management firms.

CI Financial has inked 14 deals for RIAs in less than a year — taking the lead in a hot M&A market.

Executives provided advisors an update. The company has separately said it cut more than 200 retail branches at the end of last month.

The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof.

Independent broker-dealers have changed with the times. Our annual ranking has, too.

Shifts in the annual ranking of the nation's independent broker-dealers show how pressure on IBDs is intensifying.