"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.

The profession might be consolidating but solo advisers will survive and thrive, says columnist Bob Veres.

What it really takes to transition your practice.

Pathstone Federal Street-Convergent combo forms a new $10B UHNW powerhouse.

Established firms have an edge as the M&A market moves toward another record year.

A long-awaited IPO comes with many questions.

The chief executive of Foothill Securities said he was motivated to look for a buyer for some assets because of rising compliance costs.

The platform provider has added an estimated $1 billion in assets in two months.

Breaking down the benefits and red flags of the industry's leading acquirers.

By buying EverBank Financial, the insurance and retirement savings behemoth will gain billions of dollars in low-cost deposits and access to many new lending products that it can offer to millions of clients.

The percentage of M&A deals involving brokers leaving for advisory firms has plunged.

The digital M&A trend has much in common with the wildly popular game app.

Assets under advisement were said to be $13 billion. The AUM was much less.

"Call it an arms race of offerings," says Jonathan Beatty of Schwab Advisor Services.

A new partnership between ex-wirehouse advisors and a retirement plan consultant will use "gratitude boards" to focus discussions on important issues in clients' lives.

Backed by the considerable resources of Manulife Financial, Hancock wants to be a player in an altered IBD marketplace.

LongTail Alpha plans at least two strategies that may be available for clients in separate accounts or funds.

The acquisition enables Zurich-based GAM to introduce a computer-driven trading system focused on long-only and alternative strategies, the fund manager says.

The firm bought the unit, which has over 600 advisers, as part of a $150 million acquisition deal to boost its overall broker ranks.