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.

One of the largest RIAs in the country is adding another purchase to its hot streak of acquisitions, which included the former United Capital from Goldman Sachs.

A handful of insurance companies are remaining in the adjacent field or boosting their holdings, even as many of their rivals sell off most of their advisory businesses.

The former United Capital is losing out on new leads from one of the major sources while folding into a firm known for tapping into the former TD program.