The team marks at least the second to opt for a smaller IBD over the nation’s largest.

IHT Wealth Management now has $2.4 billion in client assets.

The move marks the latest in a frenzied period one recruiter describes as “a feast.”

Independent firms need capital, but some top executives question private equity's benefits.

The number of transactions is expected to increase over 20% from 2016.

A recent launch from Flat Rock is designed to provide access to middle-market debt in a new way, according to the firm’s CEO, Robert Grunewald.

Wealth Partners Capital Group's strategy uses a triumvirate, multi-regional method to buying firms.

The acquisition gives Tiedemann $11 billion in AUM, impact investing expertise and a presence in the Northwest.

Chief executive Jay Shah says a public offering will happen, "when the time is right."

An acquisition may pivot on making sure the RIA's nearly 200 advisors stick around after a deal closes.

As RIAs and regulations reshape the industry, the concern is real, a new Cerulli report says.

Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.

The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.

The BD says it has recruited 83 new reps this year as part of Advisor Group’s overall haul of 295.

The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.

The key is thinking like a business owner and acting like a CEO, according to a new report.

The case marks the second one this month involving the newly acquired IBD.

The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.

The impact of a possible stock market decline, benefits of firm size and the breakaway phenomenon were debated at the Deals & Deal Makers conference.