M&A
M&A
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The latest adviser fintech deal sees Oranj taking majority ownership in rebalancing software firm TradeWarrior.
April 19 -
Top advisers appear content at their current jobs, but new challenges and responsibilities may lure prospects.
April 19 -
With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.
April 18 -
The RIA's parent company is set to buy a very large adviser aggregator. If completed, it would be the biggest transaction of the year.
April 13 -
The RIA is negotiating to buy a portion of Wealth Trust. It may also be facing the loss of a second top executive.
April 7 -
How advisory firm owners can institutionalize their business — and command a higher multiple in the M&A market.
April 6 -
Here is how advisory firms should position themselves for acquisition.
April 6 -
The RIA aggregator's newest partner, Boston-based Lake Street Advisors, is its sixth in in New England and its second addition this year.
April 5 -
Exclusive: The personality-driven RIA, backed by private equity money, plans to 'move quickly' to make acquisitions in existing markets.
April 5 -
The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.
March 28