While several analysts are bullish, not all are convinced of the Canadian asset manager’s newfound strategy.

It’s the 14th RIA acquisition for the Canadian asset manager since it entered the U.S. market last year.

The RIA completed seven transactions in the first quarter, along with starting a new international venture in partnership with the billionaire Hinduja family.

The tax-focused wealth manager’s parent disclosed lower first-quarter earnings after an eventful period marked by a proxy fight and a reported acquisition offer.

The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.

Peter Mallouk’s firm made its second multi billion-dollar deal in three months after its first private equity infusion last year.

The nation’s largest independent broker-dealer will onboard a substantially higher share of assets and advisors than after its last comparable deal in 2017.

The deal will nearly double Congress Wealth Management’s client assets.

The parties are combining forces to offer other practices a longer term alternative to private equity deals.

Private equity-backed Wealth Enhancement Group unveiled its third largest deal ever and its first location on the West Coast.

More growth is on the way: the No. 1 IBD has one more massive recruiting move and a $300M acquisition to complete.

Advisor Group, Raymond James, LPL, New York Life, Stone Point Capital, and other news and moves of the week in the financial advice world.

The White House’s sweeping proposal to raise taxes on the wealthy will likely force advisors to get creative as they structure sales of their practices.

The RIA roll-up could make as many as a dozen deals in 2021 through the new source of capital, CEO Marty Bicknell says.

Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.

As the firm repelled a rare activist challenge, a potential private equity buyer has approached it, according to a news report.

From compliance to technology and succession, advisors may be under the wrong impressions about launching their own firms.

Axos Financial, which has $14.4 billion across business lines, will gain $23 billion in new assets from 200 RIAs.

An interactive dialogue with Founder and CEO of NorthOne on the fintech industry, the growing needs of challenger banks, and the future of SMB banking.

Former employee alleges financial-wellness guru’s firm selectively enforced “Christian” rules forbidding extramarital sex for staffers.