M&A
M&A
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The model that RIAs use to pay their less-tenured professionals is morphing and looming larger in their future plans and present-day valuations, experts say.
January 31 -
The addition of Prudential Financial and Atria Wealth Solutions helped boost LPL's advisor headcount to a record of nearly 29,000 by the end of last year.
January 30 -
For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?
January 29 -
Avantax acquired Sweeney Kovar, and Marsico Financial Group bought Care Accounting.
January 28 -
Jeffrey Dobyns, the president of SageSpring Wealth Partners, says he and his colleagues were looking for greater freedom to make use of technology their clients wanted and needed.
January 28 -
With 37% of financial advisors expecting to retire within the next decade, rookies are still failing at a 70% clip within their first five years, according to a new Cerulli study.
January 24 -
Failing to have a solid succession plan is one of many risk factors that can tank an advisory practice's selling price, industry pros warn.
January 23 -
Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse Financial Group Securities.
January 16 -
Michael Nathanson, CEO of the RIA aggregator, envisions a day in the not-distant future when firms like his will sit on $1 trillion or more in client assets.
January 14 -
While not denying the benefits of PE backing, a subset of RIAs and wealth managers remain determined to go it alone.
January 7