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."

Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.

Advisor Group set a record for its recruiting in 2017, and Securities America announced more than a dozen fourth-quarter grabs.

Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

Consolidators are doubling and tripling RIAs' five-year performance.

The combined businesses will boast approximately $3.9 billion in revenue.

M&A deals have picked up pace as tech firms bring more complex products to market.

The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.

The well-capitalized acquirer completed eight transactions in 2017.