The office of supervisory jurisdiction is seeking to avoid any further potential disruption from M&A deals, its founder says.

DeVoe’s lookback at 2021 reveals trends and surprises.

A veteran of three decades of fee-only planning is merging into one of the largest firms as it expands in the Cincinnati market.

Here's what you missed this week in wealth management.

LPL Financial reeled in the largest haul, but RIA consolidators and other rivals also completed mega-moves in 2021.

The firm’s newest business unit’s first move is to acquire portfolio personalization software from Optimal Asset Management.

Here's what you missed this week in wealth management.

Signs point to yes, say our columnists, who note that COVID-19 pandemic conditions have proved a boon to the firms and M&A activity.

SBA lenders remain the most common source of capital, but there is a conventional and increasingly popular option.

Here's what you missed this week in wealth management.