Independent investment platforms are projected to lose market share to larger entrants, according to industry data.

Carolyn Clancy, head of the BD segment, says its 200 client firms need more tools and capabilities in a new era of wealth management.

The RIA bolsters its New England presence with a $1.5 billion team in Boston.

More than 11,000 advisors have earned the education provider’s AIF designation.

SkyView Partners' new digital platform for RIA buyers and sellers joins a crowded field.

Beyond eye-popping prices and assets changing hands, record M&A is altering the structure of the industry.

Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.

The asset managers and a U.S. family office collectively bought a 14.4% position in the company ahead of its IPO, a person familiar with the matter says.

Several major deals have accelerated buying momentum.

A buy-sell agreement should be a priority for almost any practice, no matter the age of the founder or owner.

Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.

Just 27% say they expect to have saved enough by the time they retire.

CEO James Poer seeks a different approach from rivals under the IBD’s new ownership.

The $42 billion RIA buys a low-fee 401 (k) provider.

Gurinder Ahluwalia, CEO of 280 CapMarkets, outlines new bond-trading infrastructure for wealth management, along with his argument for why fears of PE capital are unfounded.

A New York PE firm makes a “significant” investment in the $16.5 billion consolidator.

A plethora of options have opened up for advisory firms, but many are unfamiliar with borrowing protocols.

The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.