Despite the apparent decline, the independent broker-dealer giant remains one of the leaders in advisor recruiting and merger and acquisition deals.

More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.

Combining the two partner firms will create an RIA with more than $50B under management.

The private equity-backed advisory aggregator plans to use a consolidation process in "coming months" to bring its various brokerages under one brand.

Citizens has been on a recruiting and acquisition tear in recent years. Tom Metzger, the recently appointed head of the bank's private wealth unit, says it's just the beginning.

The general categories represent a starting point for RIAs that may be trying to figure out how they fit into a buyer's long-term plans, a Datos Insights study says.

The merger "will fundamentally transform the RIA ecosystem," tru CEO Craig Stuvland says.

Signature Estate & Investment Advisors will accelerate its plan to reach $50 billion in client assets by 2027 by acquiring a Cleveland-based enterprise with 21 advisors.

The CEO of the RIA "roll-up" outfit thinks that ongoing industry consolidation doesn't necessarily mean all firms will start to look the same.

The annual rush to pay Uncle Sam means the Treasury doesn't need to issue as much short-term debt as in other months to fund the U.S. government.

Maxwell Locke & Ritter sold its wealth management unit to Creative Planning, and Wright, Ford, Young & Co. teamed up with Integrated Partners.

More than the wars in Ukraine and Israel and a plethora of other problems, financial advisors worry about the country's ability to pay its bills.

A report by Advisor Growth Strategies delves into key concepts the dealmaking advisory firm says the industry doesn't discuss enough.

The IPO of the new parent of PKS Investments ran into long delays. Here's why some see potential for success in a niche often associated with LPL.

The 401(k) and individual wealth firm opted for one of a wave of private equity-backed startups that give financial advisors even more M&A suitors to consider.

In a new dual role at Emigrant Bank and Emigrant Partners, the veteran RIA dealmaker will advise financial advisors and work across a multifaceted family office.

When it comes to growth, a stalled advisory practice isn't a sign of failure. Pushing your firm to the next stage is a matter of learning to optimize your business.

AlTi Global's massive infusion from Allianz X and Constellation Wealth signals one of many potential paths for new sources of capital into the industry.

Avantax, Osaic and Mariner deals demonstrate M&A impact on compensation and an interest in territorial expansion.

The No. 1 independent broker-dealer is paying a pretty penny and delighting Wall Street analysts. Here's a deep look at the larger significance to the industry.