Dakota Wealth Management’s fourth deal in 13 months brings its AUM close to $1 billion.

Joe Duran outlines the company’s strategy for its mass-affluent advisory push.

The Wall Street giant will use the Main Street advisory firm to further its mass-affluent strategy.

The IBD network has an inside edge for ensuring advisors are ready if equities suffer a sustained fall, according to its president, Adam Antoniades.

The California firm, backed by Wealth partners, moves into the Pacific Northwest.

The two firms' boosts came amid equity headwinds — and both wealth management units now have nearly 4,400 financial advisors.

Jamie Price and incoming majority owner Reverence promise more of the same for the 6,500-advisor IBD network.

Reverence Capital Partners agreed to buy 75% of the 6,500-advisor IBD network from the ownership team that purchased it in 2016.

The aggregator introduces banking services and says it will continue to acquire new firms.

The RIA practice with $575 million in AUM joined four teams of similar size who have signed on in the past year.

The rebranded RIA, formerly HPM Partners, makes its first acquisition since merging with Blue Prairie Group.

The fast-growing Chicago firm now nearly $4 billion in AUM.

With an eye on a future sale, the $48B RIA wants to build enterprise value.

The discussions, which have since been abandoned, centered on a REIT with a market value of $2 billion, according to people familiar with the matter.

The firm is looking at a range of “different opportunities” for potential wealth management deals, CEO Jim Cracchiolo says.

The $22 billion RIA makes its sixth deal of the year in a red-hot market.

It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.

People familiar with the matter said that Centerbridge Partners is in talks to buy the four-firm, 6,500-advisor IBD network.

The partnership aims to provide exposure to areas such as middle-market private equity, real estate and infrastructure.

The large aggregator faces questions about its future.