The Canadian bank is looking for small, targeted acquisitions.

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

The paper from University of Oregon researchers posits a tension between profit motives and ethical business practices.

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.

Another big name in private equity is betting on an independent wealth manager and buying out a minority investor that fueled the RIA consolidator’s expansion.

Wealthfront is exploring a sale that could value the automated wealth manager at as much as $1.5 billion, according to people familiar with the matter.

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

A Canadian investment manager disclosed the price tag of its minority stake in one of the fastest growing RIA consolidators.

With a new South Florida home and booming stateside business, the Canadian asset manager now aims to become the leading high net worth and ultra high net worth platform in the U.S.

The RIA aggregator has closed or announced more than 30 transactions in 2021, and Rudy Adolf’s team sees the greatest opportunity among its traditional M&A targets.

ACG, the founding practice of a midsize firm, will keep some ties in place as it seeks further expansion under one of the most active acquirers in wealth management.