Modera Wealth reached $2 billion in AUM with its latest RIA acquisition.

Too much growth has led to a slowdown in business efficiencies. Smart firms need to fix their operating models.

Once a top-producing planner at LPL, Carson now possesses a direct line to the CEO.

2016 was a record breaking year. Expect the same for 2017, says Echelon’s inaugural DealBook study

The costs of complying with the fiduciary rule may cause many smaller independent broker-dealers to disappear. Advisor Group plans to take advantage of this trend.

The expansion-minded RIA reaches $5.5B in AUM and adds its first Western office with its latest deal.

Record deal activity in 2016 is setting the stage for more growth, according to Echelon DealBook.

The new year is off to a busy start with deals worth $250 million.

The RIA aggregator added its 43rd partner.

Exclusive: Advice Period, the newest RIA platform model, offers star power and IBD qualities. Is it enough?

The benefits of transitioning to a full-service independent platform are clear, but the process can be tricky and firms must take great care when making the switch.

Interested in buying or selling a firm? David DeVoe's essential guide for advisers.

Who is poised to buy next year?

CEO Rob Francais wants advisers to envision $1 trillion in AUM.

From regulators to technology providers to CEOs, these are the players who will remake wealth management in 2017.

With a close watch on the policies from incoming President-elect Donald Trump, industry leaders and analysts share their predictions for industry trends in 2017.

Industry leaders offer personal insights for better results.

The model for financial advice "is primed and ready for change," says Cetera CEO Robert Moore.

Casady provides both consistency and a fresh approach, leaders of the firm's OSJs say.

Some of the region's largest hedge-fund firms have resulted from spinoffs from global managers.