Aaron Klein will remain CEO and previous investors like FTV Capital will exit in the recapitalization deal.

The deal also marks the latest expansion of Goldman’s European operations.

The California-based firm’s latest $1 billion RIA grab is just the start, its leaders say.

The hybrid LPL enterprise is purchasing a fee-only practice as part of its first foray into a major wealth management market.

With such a massive number of deals and tens of billions of dollars in assets changing hands, even experts sometimes struggle to keep up.

Tailwinds behind fiduciary services and financial advisor demographics are working in the RIA holding company’s favor, CEO Rudy Adolf says.

The wealth manager has opened more ways to affiliate with the firm by starting to tap M&A deals with a sizeable pipeline for more in the future.

First United Bank in Oklahoma bought a minority stake in Exencial Wealth Advisors instead of acquiring it outright to give the owners an incentive to stick around and help build the business — and to make it easier for the bank to bail if things don't work out.

With succession plans fueling the industry’s continuing records in M&A deals, one firm is trying to address the challenge through its acquisition strategy.

The TAMP saw record quarterly inflows under new CEO Natalie Wolfsen, who has plans to make a splash in wealthtech M&A.