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."

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.