These turbulent times of regulatory upheaval have raised the existential question of how to adapt and protect profitability.

The aggregator has been buying aggressively since an infusion of private equity cash in April.

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.