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.

As the fee-based financial planning network adds more members and rolls out new services, some members raised questions about its ongoing business strategy.

The independent broker-dealer has launched subsidiary Bluespring Wealth Partners, which promptly snapped up two practices with $550 million in client assets.