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.

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.

Avantax's parent had sued two firms owned by its future buyer and one of its major branches prior to the agreement to go private in a billion-dollar acquisition.