Despite macroeconomic challenges and a decade of record deal volumes, Cerulli Associates says the channel remains ripe for further investments.

The decline is expected to come from client outflows, overlap between the two banks and cost savings.

Plus, F2 Strategy makes an acquisition, iCapital has a new alts marketplace and OneVest follows funding raise with a move south.

CEO Peter Mallouk says more growth is on the way for his firm after the private equity-backed company unveiled its second billion-dollar deal of the year.

Could the collapsed bank's advisors who are now at the Wall Street giant become a 'red-headed stepchild'?

The outlook contrasts with other industries worldwide, where volume has fallen to the lowest level since the beginning stages of the pandemic.

Plus, SMArtX and TradePMR team up; and Apex says Gen Z still loves crypto

Canada's second-largest bank plans to open 150 U.S. branches by 2027, targeting Florida, North Carolina, South Carolina and Georgia.

Happy State Bank's move after Centennial Bank's acquisition of the firm highlights frenzied action in a large but still relatively nascent channel of the industry.

Central Pennsylvania-based Domani Wealth sought a partner that could provide more resources to its clients and its 23-person team.

Moody's upgraded the firm's debt rating, but rivals are likely to pounce if service from the corporate office deteriorates during a complex and lengthy transition.

True Capital Management founders Doug Raetz and Heather Goodman merged into the multifamily office three years after an affiliate's capital infusion.

The $1 billion cash injection gives the business an enterprise value of about $5.3 billion.

CEO Michael Tiedemann explains why the family office and asset management firm took a different path in an increasingly privately held industry.

One of the largest fee-only advisory firms in the country picked up a team that has grown by a factor of 9 over the past three decades.

The former United Capital and Goldman Sachs executives who founded the new RIA consolidator chose Kansas City as the location for their first anchor office.

Advisors managing over around $2.5 billion of assets moved since the start of the week, joining employers such as UBS and Wells Fargo, as some doubt their prospects at the former First Republic under new owner JPMorgan Chase.

The support firm for RIAs sees opportunities to position itself between buyers and sellers of firms.

The deal marks the second this year for the multi-family office, which picked up a new private equity infusion two months ago.

Betsy Jo Merritt accused regional directors of undermining her succession plan and causing the loss of millions of dollars in damages.