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.

In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.

Implementation of fiduciary rule could drive more IBDs to seek safe harbor with large partners.

One of the fastest growing RIAs in the industry, Mercer Advisors expands its tech expertise by bringing aboard Dave Welling, of financial software firm SS&C Technologies.

KeyCorp acquired the personal financial management tool for an undisclosed sum.

Purchaser B. Riley Financial will operate Wunderlich alongside its RIA and investment bank.

Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.

The partnership marks the second since two private equity firms infused the aggregator with capital.

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.