Client assets will always represent a key business metric. But $1 billion in AUM doesn't always add up to success — or to happiness.

Historic deal volume isn't slowing. Here are our guides for pricing your firm, buying a book of business, going independent and more.

Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.

Registered investment advisor Savant Wealth Management acquired PrairieView Partners, a CPA-led RIA based in St. Paul, Minnesota.

The group of rapidly expanding firms includes mainstays like LPL Financial, but also smaller upstarts that are enlarging their footprints at a notable clip.

Only about 4% to 6% of advisors switch firms in a given year, for any number of reasons. Here's how growing advisory teams add to their ranks.

Each of the biggest firms in the channel grew substantially in 2024, but LPL's giant M&A deal to buy Commonwealth for $2.7 billion has further consolidated the ranks.

Longbridge Wealth Advisors of North Canton, Ohio is dropping its Ameriprise affiliation.

One study uncovered interesting findings on market saturation, while another shed light on the regional trends shaping M&A deals.

Valuation experts caution that advisors selling their businesses put too much weight on EBITDA multiples and overlook many factors that can reduce the value of a deal.