The move previews what will be a tough recruiting fight for the IBD giant following its massive buy.

The analytics provider claims to serve more than 2,000 clients, including 92% of the top asset managers.

The average deal size for an RIA transaction is over $1 billion in AUM, according to Schwab.

Big banks north of the border are rapidly expanding their U.S. wealth divisions, competing with their stateside peers for higher-income clientele.

The firms had the same parent, but Girard Securities’ CEO says the move will help its 200 advisors.

Blue Moon Wealth Advisory becomes the eighth major purchase for the RIA in the past 18 months.

The nation’s largest IBD paid $325 million, but it may spend as much as $508 million in the deal.

The independent advisor will retain branding rights and full autonomy.

The negotiations come as asset managers seek to increase the amount of money they oversee amid growing pressure to slash fees.

Michael LaMena's exit continues the management shake-up at the Chicago-based RIA.

"This is a challenging time for the firm with the DoL rule," CEO Paul Reilly said.

Outlook for faster growth is supporting developing-nation bonds despite the increase in U.S. and European rates over the past year.

"Banks traditionally pay higher valuations, but [RIAs] should go into deals with eyes wide open," Dave DeVoe says.

As daunting as creating a transition strategy seems, the sooner advisers start the more successful it is likely to be. Here are some tools to start the process.

"It’s never been a better time to be a seller," says investment banker Liz Nesvold.

Critical criteria that can raise the market price of an advisers' book.

Second-quarter costs increased in almost every category for the asset manager including compensation and distribution.

Marketing and sales strategies are better received when firms provide information advisers are actually seeking.

The RIA's 7th deal in 16 months is for a $160M adviser.

Former AMG executives buy stake in three regional wealth managers for use as aggregation vehicles.