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.