The pending acquisition furthers the firm's plans to be a dominant giant, but it also poses tests of its recruiting, capital structure and ongoing reorganization.

The deal displays the growing flexibility LPL is offering financial advisors as part of its ambition to reach the entire wealth management marketplace.

After Cetera's parent closed the acquisition of the tax-focused wealth management firm last month, departing executives received significant bonuses.

The Reverence Capital Partners-backed firm will add 1,450 financial advisors and $108 billion in client assets upon the expected close next year.

The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.

In its latest recruiting win from Osaic's Triad Advisors, the firm established its first office in a new region and picked up a half dozen financial advisors.

The deal, which gives Captrust its first office in the Pacific Northwest, reflects the growing power of firms like it on a national level. Here's how it happened.

The latest M&A tips and news closing out 2023 includes updates on Osaic, Focus, Cetera and Creative Planning and key advice when seeking financing for deals.

The Peter Mallouk-led firm isn't done adding to its arsenal in 2023.

The key questions revolve around allocation, entity structure, planning strategies and a range of other issues requiring professional help, according to five experts.

Pondering her firm's future on walks during the pandemic, the founder of an independent RIA decided she needed a bigger partner.

Firm CEO sees benefits in acquisitions rather than recruiting, in part because they allow for "client continuity."

Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.

Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.

Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.

Both private equity-backed acquirers made deals to purchase billion-dollar advisory firms.

The Canadian asset manager's U.S. wealth arm was highlighted for growth in revenue and earnings

Captrust went from runner-up in a transaction to buy Column Capital Advisors to stealing the seller's hearts. Here's how a home office visit made all the difference.

The deal, which closed Oct. 31, adds 17 financial advisors and marks the RIA acquirer's fourth purchase under its new ownership.

The RIA consolidator hit the milestone with the addition of an Indianapolis wealth manager.