The No. 1 IBD added to its record headcount with the third billion-dollar move it unveiled in a two-week span.

The company is buying financial-literacy startup PayGrade, which makes a virtual banking and investing product used by K-12 schools.

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Each time Edelman made a deal with investors in his advisory firm, he carved out a strategic payout for himself and a profit stake in the new entity.

The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.

The deal values the robo advisor at close to $966 million, according to people familiar with the matter.

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Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.

The PE-backed hybrid RIA is acquiring a practice with nine financial advisors managing $1.46 billion in client assets.

Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.

The private equity-backed wealth and 401(k) manager drew away an ex-Hightower team as part of its surging growth in the past year.

The app offers investing and banking products to more than 4 million subscribers.

Gabe Garcia had been working to transform E-Trade’s custodian since shortly after the retail brokerage purchased it in 2018.

While several analysts are bullish, not all are convinced of the Canadian asset manager’s newfound strategy.

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

The RIA completed seven transactions in the first quarter, along with starting a new international venture in partnership with the billionaire Hinduja family.

The tax-focused wealth manager’s parent disclosed lower first-quarter earnings after an eventful period marked by a proxy fight and a reported acquisition offer.

The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.

Peter Mallouk’s firm made its second multi billion-dollar deal in three months after its first private equity infusion last year.

The nation’s largest independent broker-dealer will onboard a substantially higher share of assets and advisors than after its last comparable deal in 2017.