The new company reiterated that it expects annual cost savings of about $258.6 million by the end of the third year following the merger.

It's the second acquisition in recent months for the WisdomTree-backed platform.

Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.

Firms can add clients and improve eventual purchase prices by planning for the future.

Less than two weeks after KKR and Stone Point Capital announced they were buying a majority stake in the RIA aggregator, a new Silicon Valley firm joins as a partner.

Sometimes, the best way to keep control is to relinquish it.

"If there are opportunities that present themselves, we will take a look," said U.S. Bank CEO Andy Cecere.

Don’t let them do a deal before you bring up these important topics.

The acquisition of IPI will add about $8 billion to the independent broker-dealer.

Blue chip private equity firms Stone Point and KKR enter the RIA market with a majority stake purchase of the New York consolidator.