The No. 13 IBD has added 183 advisors through its recruiting efforts in the past two years.

The newly merged practice became the seventh largest at the No. 18 IBD.

Exodus to RIAs continues, but Schwab cites red flags.

The deal is only the first step in a major growth plan, according to the acquiring firm’s founder.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.

Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.

"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.

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.