While most midsize firms are folding into the largest players, the company could take an alternate path if it builds on its record recruiting.

The RIA aggregator tacked on an additional $21 million in annual revenue through just two of the transactions.

After its spinoff from giant accounting firm RSM, the newly standalone firm struck an agreement to add on to its existing base of $13.5 billion in client assets.

The announcement, higher wealth profits due to rising interest rates and record recruited client assets ushered the tax-focused firm into its latest phase of change.

The new firm joins a movement that also drew a growth capital investment of $200 million into burgeoning RIA aggregator Sequoia.

What would you do if you were suddenly debt-free? Millions of student borrowers are about to find out.

For some borrowers of FFEL and Perkins loans, the Department of Education has some bad news.

One of the most active dealmakers in the industry attracted a high net worth practice that chose it out of an expanding group of potential suitors.

When President Biden unveiled his plan for student debt relief, borrowers had many questions about what they needed to do. Now, a month later, there are some answers.

The Swiss bank's cancelled $1.4 billion acquisition of the robo-advisor means extra money for shareholders.