M&A deals have picked up pace as tech firms bring more complex products to market.

The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.

The well-capitalized acquirer completed eight transactions in 2017.

The IBD’s parent has increased its investments in advisory services while other insurers exit the space.

Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.

Independent Financial Group has grabbed 14 practices with 44 advisors from NPH firms since the LPL deal.

The two broker-dealers have a new owner eager to grow the businesses considerably.

CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.