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.

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.

The latest adviser fintech deal sees Oranj taking majority ownership in rebalancing software firm TradeWarrior.

Top advisers appear content at their current jobs, but new challenges and responsibilities may lure prospects.

With over $700M in AUM, Next Capital Management is the firm's biggest addition this year.

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.

The RIA is negotiating to buy a portion of Wealth Trust. It may also be facing the loss of a second top executive.