Rising equity values and incoming assets drove higher earnings despite the lower number of financial advisors at one of the largest wealth managers.

With such a massive number of deals and tens of billions of dollars in assets changing hands, even experts sometimes struggle to keep up.

A roundup of this week's news includes advisors on the move, acquisitions and new technology.

Tailwinds behind fiduciary services and financial advisor demographics are working in the RIA holding company’s favor, CEO Rudy Adolf says.

The wealth manager has opened more ways to affiliate with the firm by starting to tap M&A deals with a sizeable pipeline for more in the future.

First United Bank in Oklahoma bought a minority stake in Exencial Wealth Advisors instead of acquiring it outright to give the owners an incentive to stick around and help build the business — and to make it easier for the bank to bail if things don't work out.

With succession plans fueling the industry’s continuing records in M&A deals, one firm is trying to address the challenge through its acquisition strategy.

The TAMP saw record quarterly inflows under new CEO Natalie Wolfsen, who has plans to make a splash in wealthtech M&A.

The nation’s largest independent broker-dealer aims to boost expansion even more, and it’s not ruling out launching its own bank.

The deal formally unites Marty Bicknell and Steve Lockshin, two of the biggest names in wealthtech investing.

Firms automating a once little-known investment strategy have become one of the hottest areas for wealthtech acquisitions.

Private equity firms are jostling to invest in financial advice firms that they think may become cash cows.

The startup, Just Invest, uses direct indexing to manage $1 billion in assets.

Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.

The Colony Group and XML Financial Group are set to bring on an RIA and a wealth management practice, respectively, in the third quarter of 2021. Focus also announced that Sonora Investment Management will join as a partner firm.

The recent change in presidency is set to bring about substantial changes in the way high-net worth individuals are taxed in relation to capital gains.

The two announcements hours apart came after at least 33 firms with $1 billion or more in client assets changed hands in the first quarter.

The wealth management firm has about $240 million assets under management and 220 clients.

The New York-based bank is broadening its offering to financial advisors, a key source of growth in the asset-management industry.

After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.