As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.

"If you're a financial services company and you're not thinking of yourself as a financial tech company, then you're probably in a declining business model," says Rob Foregger, co-founder of NextCapital.

About 83% of business owners don't have a transition plan. This prompted adviser and attorney Jim Maher to build out a unique offering for clients.

The deal follows a string of acquisitions by prominent private equity firms.

The firm's latest acquisition is MacDougall MacDougall & MacTier, known as 3Macs, and which was founded in 1849.

"With so many buyers, it’s a good time to be a seller," according to the Nuveen/DeVoe RIA Deal Book.

Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.

In an unusual move, the two veteran advisers left the independent channel to rejoin an employee broker-dealer.

Keeney Financial Group plans to leverage Triad affiliation to grow, firm founder says.

The asset management industry's involvement in the digital advice space continues to deepen, as firms focus on providing institutional solutions for advisors.