The large aggregator faces questions about its future.

Blucora’s wealth management unit is transforming while showing some impressive results. But is the firm moving too fast?

Analysts have speculated that the firm may sell DWS as one way to cover the costs of a potential takeover of Commerzbank.

The company’s acquisition will allow it to target prospective clients who are still in the wealth creation phase of life, says CEO James Gorman.

The 7,500-advisor network agreed to buy certain assets of Foresters Financial’s U.S. BD and RIA.

The market is expected to remain heated in the months ahead.

The bank has been paring smaller business lines since scandals began erupting from its branch network in 2016.

The IBD's advisors can expect new technology and product offerings, says David Knoch.

The bank has considered buying DWS to combine it with its own unit and spin the two off as a separate entity, sources said.

The firm is targeting the mid-Atlantic region, northern Virginia, Florida and the Midwest for more acquisitions this year.

The aggregator buys two RIAs with a combined AUM of over $800 million.

The RIA will be combined with Sontag Advisory to create an $11 billion wealth management powerhouse.

The purchase will add to one of the asset manager’s key businesses, Aladdin.

Strategic buyers have less cash but more flexibility, experts say.

The deal will give Janney greater access to the community banking sector.

The $3 billion-plus RIA seeking scale via acquisitions.

Should advisor retention go as planned, Blucora's agreement to purchase the firm would boost its IBD headcount to 4,500 reps.

The deal to add ready-made packages of funds to the firm’s asset management arm is expected to close in the first half of the year.

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.