As daunting as creating a transition strategy seems, the sooner advisers start the more successful it is likely to be. Here are some tools to start the process.

"It’s never been a better time to be a seller," says investment banker Liz Nesvold.

Critical criteria that can raise the market price of an advisers' book.

Second-quarter costs increased in almost every category for the asset manager including compensation and distribution.

Marketing and sales strategies are better received when firms provide information advisers are actually seeking.

The RIA's 7th deal in 16 months is for a $160M adviser.

Former AMG executives buy stake in three regional wealth managers for use as aggregation vehicles.

In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.

Implementation of fiduciary rule could drive more IBDs to seek safe harbor with large partners.

One of the fastest growing RIAs in the industry, Mercer Advisors expands its tech expertise by bringing aboard Dave Welling, of financial software firm SS&C Technologies.

KeyCorp acquired the personal financial management tool for an undisclosed sum.

Purchaser B. Riley Financial will operate Wunderlich alongside its RIA and investment bank.

Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.

The partnership marks the second since two private equity firms infused the aggregator with capital.

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.

The new company reiterated that it expects annual cost savings of about $258.6 million by the end of the third year following the merger.

It's the second acquisition in recent months for the WisdomTree-backed platform.

Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.

Firms can add clients and improve eventual purchase prices by planning for the future.

Less than two weeks after KKR and Stone Point Capital announced they were buying a majority stake in the RIA aggregator, a new Silicon Valley firm joins as a partner.