After developing a plan to cover their bills and emergency expenses, clients in a new marriage are advised to start working on their long-term goals.

As the firm struggles to find RIAs to buy, CEO Peter Mallouk explains how the Tony Robbins factor has driven growth.

The FTC wants buyers and sellers to identify their largest shareholders, the extent of their influence and any communications they’ve had, sources say.

Tensions between buyers and sellers of advisory firms are surfacing, according to a study.

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.

Successful deals are generating a high degree of confidence in the M&A market.

The firm's chief Eric Clarke says there are multiple suitors.

The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.

The potential for higher taxes next year may accelerate deals.

Seniors can claim tax deductions for payments made on their homes, allowing them to reduce their tax burden when they retire.

The partnership will likely help both industry titans with their long-term strategic plans.

Deals by the holding company’s partner firms combined for over $5.5 billion in AUM last year.

The global wealth manager was drawn to the Boston-based RIA’s impact investing and OCIO businesses.

The RIA expands and solidifies its presence in the Chicagoland market.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

For starters, wage income earned by those working past their full retirement age can boost tax bills and medical insurance costs.

Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.