After the ink dries on the contracts and the press releases are out, wealth management firms still need to put in the work to make a deal succeed. Here's how.

Arax Partners, a firm led by a former Aex. Brown executive, makes its publicized acquisition of a wealth management company.

Experts dish on the do's and don'ts of acquisition at the second annual Future Proof conference

The deal represents the second major purchase by Genstar Capital-backed Cetera in 2023.

Half a year after it swallowed up Silicon Valley Bank during the spring banking crisis, First Citizens Bank is blending the former SVB Private into its wealth business.

Labor Day Weekend saw more than 7,000 advisory firms and millions of clients make the move from "green" to "blue."

Best-case negotiation scenario? You're happy to stay but willing to sell if the price is right.

The paperwork of moving client assets in a transition is a chore for many advisors, but crucial to their success.

The RIA president says he and his colleagues will spend the next few weeks figuring out how the Personal Financial Management unit's office can fit in with its new owner.

From boat cruises to wine bottles to equity compensation, here's what successful recruiting for advisors looks like in 2023.