Under the deal, private equity-backed Wealth Enhancement Group would make its 10th acquisition in the past five years.

As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.

Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?

While the average deal size has climbed above $1.3 billion, solo practices still continue to thrive.

In a surprise move, Liz Nesvold sells investment bank Silver Lane Advisors to Raymond James Financial.

Provident's investment adviser unit will have nearly $3 billion in assets under management after it buys Tirschwell & Loewy.

The deal combines two of the financial services industry's largest technology and processing companies.

The five new advisors kicked off recruiting in 2019 for the No. 4 IBD after it set a record in the previous year.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.

Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.