AdvisorEngine's purchase of software firm Wealthminder is the first of what's expected to be another year of deals and investments into the wealth management fintech space.

The private equity-backed buyer hopes to double its offices around the country in three years.

Intense competition and the advent of the fiduciary rule are prompting financial institutions to consider making select purchases.

Large firms backed by outside capital are swooping in on smaller advisers, according to a new industry report.

The aggregator has clicked with an expansion-minded RIA seeking to grow its footprint and 401(k) business.

Following a year of slowed deal activity, a PwC report addresses the added challenges managers face amid the developing economic, tax and regulatory agenda of the new administration.

A close look at how the regional BD wooed over recruits and how it hopes to benefit from its revival of an iconic brand.

The well-funded firm is focusing on the East Coast and Midwest, snapping up TriCapital Advisors in its latest deal.

Fidelity report: What RIA buyers want and what sellers need to know.

What breakaway brokers and service providers can learn from the collapse of Sanctuary Wealth Services.

Modera Wealth reached $2 billion in AUM with its latest RIA acquisition.

Too much growth has led to a slowdown in business efficiencies. Smart firms need to fix their operating models.

Once a top-producing planner at LPL, Carson now possesses a direct line to the CEO.

2016 was a record breaking year. Expect the same for 2017, says Echelon’s inaugural DealBook study

The costs of complying with the fiduciary rule may cause many smaller independent broker-dealers to disappear. Advisor Group plans to take advantage of this trend.

The expansion-minded RIA reaches $5.5B in AUM and adds its first Western office with its latest deal.

Record deal activity in 2016 is setting the stage for more growth, according to Echelon DealBook.

The new year is off to a busy start with deals worth $250 million.

The RIA aggregator added its 43rd partner.

Exclusive: Advice Period, the newest RIA platform model, offers star power and IBD qualities. Is it enough?