Interest rates, compensation and costs relating to the firm's pending deal to go private tore a hole in the RIA aggregator's earnings for the second quarter.

As thousands of advisors prepare to join the Schwab family in a month's time, insiders are weighing in on what it means for the industry.

The deal will preserve independence in the face of competitive pressures, the outgoing CEO of Sentinus said in an interview.

Moves to Osaic, LPL, Raymond James, Steward Partner, Sanctuary and Cresset display how wealth management giants are broadening their appeal.

Despite the rate of M&A slowing in the industry, LPL says it will continue to be a "significant source of growth."

Naratil thinks Lightyear Capital can offer the capital and expertise firms need on their way to IPOs.

Family offices have joined strategic buyers and private equity companies in competing for M&A deals.

Are special purpose acquisition companies the wave of the future, or a waste of space? The experts weigh in.

The incoming multifamily office will push Pathstone above the$100 billion milestone in client assets under advisement.

The Wealth Consulting Group made its first acquisition since the deal that launched its hybrid RIA seven years ago.

After substantial expansion under two earlier outside investors, the hybrid RIA is targeting double-digit gains with a new strategic partner.

Engine Capital, an activist hedge fund in the stock, called on Avantax to explore a sale last month, saying it could fetch as much as $32 per share amid rapid consolidation in asset management.

Amid a low tide of deals, the giants continue to identify RIAs and other firms giving them more scale and new capabilities.

The deal, a mix of cash and equity, will expand the RIA consolidator's growing service offerings to clients.

Advisors seeking to sell their firms will find buyers that are increasingly focused on larger practices.

As deal volumes pick back up from the lower numbers late last year, a lawyer advising sellers says that negotiations are getting longer and more complex.

Deals are bigger, quicker and more common. But buyers say valuation expectations often cause them to leave the table.

The marketplace for buyers and sellers is changing as advisory practices consider transactions that could alter their firms on a permanent basis.

Despite macroeconomic challenges and a decade of record deal volumes, Cerulli Associates says the channel remains ripe for further investments.

The decline is expected to come from client outflows, overlap between the two banks and cost savings.