Discounted cash flow valuations have become popular, but untangling the formula can be challenging.

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.

The transaction means the TAMP will own software that serves tens of thousands of financial advisors.

The group with $175 million in client assets opted for a Ladenburg IBD they think is less likely to change hands in the future, the OSJ manager says.

Alternative asset managers are under pressure to broaden their offerings as institutional investors seek to make big allocations to fewer firms.

It took less than six months to hammer out the biggest bank merger in more than a decade, and the price was one of the last things discussed, according to a new federal filing.

Gauging the valuation of your business is a way of knowing the overall health of the firm. It can be a humbling process.

Still, advisors thinking of selling are urged not to procrastinate.

The six-IBD network lost advisors during a capital structure change, but its new majority owner says the predicted expansion is still on track.

The Labor Department is investigating the firm’s fee disclosures, which are also a focus of a lawsuit filed by an investor in T-Mobile USA's 401(k) plan.

Woodbury Financial Services has added 572 advisors with $22 billion in client assets since the fall of 2017, CEO Rick Fergesen says.

The firm aims to avoid disruptions for its 2,300 advisors — but the pending recapitalization comes as the space consolidates amid shrinking margins.

The firm has bulked up organically. But now it’s time to buy.

The private equity giant with a track record of taking firms public would add the IBD to its list of more than 850 investments for $73 billion worldwide.

The company is considering buying bolt-on units to expand in private credit, real assets and non-U.S. businesses, said PGIM CEO David Hunt.

The firm adds a second $1B RIA - and its family office.

The aggregator nears $1 billion in revenue.

Is the advisor suing his current employer — by accident?

The platform provider will keep its New York offices.