The firm's record headcount could grow even higher after it joined the constantly expanding group of dealmakers competing to buy retiring advisors' businesses.

The serial entrepreneur and startup investor says loyalty and trust will go a long way as the "free money" runs dry.

High interest rates, low volatility and conservative investors have transformed the dealmaking environment for startups. But insiders say the dark clouds that once watered wealthtech's money trees come with a few silver linings.

Expanding its footprint at the intersection of tax and wealth management, Cetera faces challenges in the execution of its growth goals, experts say.

Organic growth and acquisitions, along with the help of the owner-clients of the advisory practice, are fueling its approach to fourfold expansion.

After the ink dries on the contracts and the press releases are out, wealth management firms still need to put in the work to make a deal succeed. Here's how.

Arax Partners, a firm led by a former Aex. Brown executive, makes its publicized acquisition of a wealth management company.

Experts dish on the do's and don'ts of acquisition at the second annual Future Proof conference

The deal represents the second major purchase by Genstar Capital-backed Cetera in 2023.

Half a year after it swallowed up Silicon Valley Bank during the spring banking crisis, First Citizens Bank is blending the former SVB Private into its wealth business.