Wealth management transaction activity will reach a record level for the sixth straight year in 2018, according to one forecast.

Demand for advice is exceeding capacity as about 150,000 prospective clients have reached out to the firm this year alone, Ric Edelman says.

B. Riley is grabbing a majority stake in National Holdings while pledging to be a passive investor in the overhauled firm.

Think RIAs are valued at two times gross revenue. Think again.

A chief operating officer can be a firms' secret weapon for growth.

Acquisitions in wealth management have proven tricky in recent years.

The executive argues the firm’s ownership structure is giving it a leg up — rather than posing the issues for advisors decried by critics.

The need for scale is forcing a reassessment of M&A strategy.

The deal could grow Baird’s headcount by about 44%.

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

The firm has parted ways with its CEO Alex Friedman and launched a restructuring plan.

Industry pioneer Mark Hurley is out as Karl Heckenberg becomes the aggregator’s new CEO.

Mariner Wealth's and Mercer Advisors' deals for RIAs totaled over $3 billion in AUM in just two weeks.

Its purchase includes the manager’s mutual fund and ETF businesses.

Bob Oros is a leading candidate to head the RIA, but he, or any other successor, will be under “super pressure” from the firm’s owners.

The advisors retained from shuttering Broker Dealer Financial Services will add more than 80 advisors now able to tap into the buying firm’s offerings.

The New York aggregator’s performance to date “will make it easier for other RIAs to go public,” says industry analyst Chip Roame.

The 4,300-advisor network is investing in insurance distribution after benefiting from rising interest rates and record client assets.

The market can't go up indefinitely, says Facet Wealth CEO Anders Jones, who predicts RIAs looking to fund growth-by-acquisition might find themselves cut off.

CEO Jamie Price and other executives met with some 1,000 prospective advisors after inking one of the largest M&A deals in the IBD space this year.