RIAs are anxious to acquire assets, according to a new survey, and smaller firms are a prime target.

The former Aspiriant CEO joins DeVoe & Co. to launch a new transition service.

Mike Papedis oversaw RIA acquisitions, an increasingly important revenue source for the company.

The S&P 500 Media Index has surged 17% since Nov. 8, while short interest on an ETF tracking the stocks sits at the lowest in more than a year.

Two of its Royal Alliance firms form a $2.5 billion powerhouse.

The firm sold 100% of ownership interests in its asset management and family office units.

First Midwest Bank's acquisition of $550M Chicago-based RIA is the latest in a string of deals that banks are cutting with advisory firms to expand their wealth management businesses.

The insurer pays $4.7 billion, aiming to cut costs, improve earnings and attract new clients.

The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.

The bank plans to acquire a Cincinnati insurance agency as part of an initiative to increase fee income and boost insurance services.

The layoffs are part of a shift of personnel to LPL Financial's South Carolina campus to cut costs and position the independent broker-dealer for future growth.

Over $1.7 billion per transaction changed hands in the fourth quarter, according to Charles Schwab.

Carolyn Armitage joined the RIA M&A consultant after LPL eliminated the enterprise consulting division.

A surge in M&A is expected as a result of President Trump’s plan to cut taxes on companies’ offshore earnings from the current 35% to 10%, experts say.

AdvisorEngine's purchase of software firm Wealthminder is the first of what's expected to be another year of deals and investments into the wealth management fintech space.

The private equity-backed buyer hopes to double its offices around the country in three years.

Intense competition and the advent of the fiduciary rule are prompting financial institutions to consider making select purchases.

Large firms backed by outside capital are swooping in on smaller advisers, according to a new industry report.

The aggregator has clicked with an expansion-minded RIA seeking to grow its footprint and 401(k) business.

Following a year of slowed deal activity, a PwC report addresses the added challenges managers face amid the developing economic, tax and regulatory agenda of the new administration.