Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?

While the average deal size has climbed above $1.3 billion, solo practices still continue to thrive.

In a surprise move, Liz Nesvold sells investment bank Silver Lane Advisors to Raymond James Financial.

Provident's investment adviser unit will have nearly $3 billion in assets under management after it buys Tirschwell & Loewy.

The deal combines two of the financial services industry's largest technology and processing companies.

The five new advisors kicked off recruiting in 2019 for the No. 4 IBD after it set a record in the previous year.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.

Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.

The former CEO of HD Vest left the firm three months earlier than he originally anticipated.

The deal for Next Financial would grow the firm's portfolio in the sector to nearly 2,000 reps.

Firms face a complex world of increasing data volumes, regulations, reporting demands and multi-asset class complexity.

The frothy seller’s market for advisory firms may be coming to end, says veteran dealmaker Peter Raimondi.

Concerns mount about the aggregator counting tuck-ins as organic growth.

Jason Kirkland, a former Baird employee, has sued the firm for allegedly withholding his compensation.

In an internal memo, CEO James Poer pledges that any change to the firm’s capital structure "would be made with your business in mind first."

One of the first RIA aggregators is at the center of a bitter legal dispute.

The IBD and its subsidiaries’ 2,300 advisors appear to be facing a sale by its parent, with bidding reported to be starting as soon as next week.

The giants have traditionally bought out the newcomers.

Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.

Six major trends to watch next year include M&A and the breakaway broker movement.