The private equity-owned RIA beat out 40 other suitors.

The big questions firm owners should be asking in a booming M&A market.

After acquiring four firms’ assets, the industry giant still faces big challenges ahead.

Focus Financial adds a $4 billion wealth management firm to its expanding roster.

The IBD network has retained Goldman Sachs for a structural review that could have major implications.

The 110-year-old wealth management firm intends to expand its tax-planning services through more acquisitions.

The RIA boosts its platform, loses top execs and faces wary advisors.

An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.

The company has been in conversations with ETF Securities and Global X, say people familiar with the matter.

The firm is tapping a pool estimated by LPL to be as large as 1,200 brokers with $35 billion in client assets.

Mercer Advisors picks up where it left off last year.

The firm's aggregation model yields two RIA deals in two weeks.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

The bank's foray into personal financial-management software follows other online lenders.

The Bronfman Rothschild CEO is vying for a seat in Maryland as an independent.

Bronfman Rothschild executives have learned important guidelines on evaluating deals.

After a fourth-quarter slowdown, deal-making resumed with a vengeance in January.

More than $34 billion in client assets moved into the No. 1 IBD’s fold in the first part of the acquisition.

Life Brokerage Financial has 80 advisors and 40 full-time staff and will join the firm next month.

The Private Ocean co-founder, also known for founding software company Junxure, calls Lakeview a "perfect fit."