Corporate governance

Unexpected health emergencies make succession planning much more than a retirement issue.

Some make a complete break from their firms, while others opt to maintain a part-time presence.

Blue chip private equity firms Stone Point and KKR enter the RIA market with a majority stake purchase of the New York consolidator.

With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.

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.

The RIA is negotiating to buy a portion of Wealth Trust. It may also be facing the loss of a second top executive.

How advisory firm owners can institutionalize their business — and command a higher multiple in the M&A market.

The RIA aggregator's newest partner, Boston-based Lake Street Advisors, is its sixth in in New England and its second addition this year.

Exclusive: The personality-driven RIA, backed by private equity money, plans to 'move quickly' to make acquisitions in existing markets.

The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.