Echelon’s recent launch of a platform helps firms support firms’ ‘wealthtech’ strategies.

The bank and the RIA are feuding over alleged violations of a non-compete agreement and accusations of unfair competition.

Lincoln Investment will gain 350 advisers in its acquisition, which CEO Ed Forst foresaw 20 years ago.

The firm is buying City Financial, where brokers oversaw approximately $4 billion, according to the company.

BlackRock is joining firms including Paulson, Manikay Partners and Arrowgrass Capital Partners that have recently raised dedicated merger funds.

After a stormy tenure at the bank, the former Colony and Banyan head goes back to the acquisitions arena.

‘Is there life after leaving a firm you founded — other than playing golf?’ Tim Kochis, formerly of Aspiriant, answered his own question by launching a venture that has one foot in Asia.

The M&A powerhouse targets New England to broaden its footprint.

"The key to success in this deal was finding the right partner," says Haig Ariyan, president of the firm's new Alex. Brown division.

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.