Still, advisors thinking of selling are urged not to procrastinate.

The six-IBD network lost advisors during a capital structure change, but its new majority owner says the predicted expansion is still on track.

The Labor Department is investigating the firm’s fee disclosures, which are also a focus of a lawsuit filed by an investor in T-Mobile USA's 401(k) plan.

Woodbury Financial Services has added 572 advisors with $22 billion in client assets since the fall of 2017, CEO Rick Fergesen says.

The firm aims to avoid disruptions for its 2,300 advisors — but the pending recapitalization comes as the space consolidates amid shrinking margins.

The firm has bulked up organically. But now it’s time to buy.

The private equity giant with a track record of taking firms public would add the IBD to its list of more than 850 investments for $73 billion worldwide.

The company is considering buying bolt-on units to expand in private credit, real assets and non-U.S. businesses, said PGIM CEO David Hunt.

The firm adds a second $1B RIA - and its family office.

The aggregator nears $1 billion in revenue.