The next big institution is going after fintech, but there’s still a long road ahead.

Managers will actively evaluate an asset’s characteristics — its value or momentum, for example — to determine what to buy.

Lightyear Capital sold its majority stake in Wealth Enhancement Group to another wealth management industry entrant.

Withdrawals have topped $17.2 billion this year as investor money shifts to low-fee products.

The freshly recapitalized firm is offering succession services without any custodial or affiliation requirements.

After affiliating with Advisor Group following its acquisition, Signature Estate & Investment Advisors aims to offer its TAMP across the network.

Dan Arnold deployed a five-pronged argument for why consolidation is a recruiting boon for the No. 1 IBD.

About 350 employees at USAA may lose their jobs due to the deal.

The exit wasn’t due to any “one thing,” Tim Hockey said.

Wealth Enhancement Group has also grown organically by more than $1 billion each of the past two years.

Dynasty CEO Shirl Penney sees it as an option down the road.

MyVest’s Anton Honikman shares secrets of a successful partnership.

The brokerage may pay about $2 billion for the additional advisory clients, according to reports.

Summit Brokerage Services will fold 450 advisors into one of the 41 OSJ regions under Cetera Advisor Networks this summer.

Genstar puts consolidator Mercer Advisors up for sale.

The deal underscores an industry trend combining planning with portfolio management.

Advisory firms are generating "phenomenal" internal rates of return for PE buyers.

Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.

The RIA adds $600M in AUM with its third acquisition of the year.

Ranking RIAs by AUM or number of employees is misleading.