The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.

Wealth Enhancement Group’s second acquisition of 2021 comes as experts say there’s an “ever-increasing buyer appetite” for $1 billion-plus firms.

Despite Voyant’s success internationally, it is relatively unknown in the U.S. The TAMP plans to change that.

Pete Dorsey is the latest member of TD Ameritrade’s leadership team to part ways with the company after it was acquired by Charles Schwab.

The unit has $603 billion of assets under management and employs more than 450 investment professionals.

The agreement will expand the companies’ recruiting efforts in the bank and wirehouse channels.

A merger would value Apex and Northern Star Investment Corp. II at as much as $5 billion, a personal familiar with the matter said.

With few areas of growth in 2020, insurers are focusing on burgeoning RILAs and finding more distribution channels, experts say.

The company, which has seen headcount increase 45% since closing the deal, has eliminated more than 1,000 positions in recent months.

The private equity-backed firm’s deal could tack on some 900 advisors to its ranks.

As the No. 1 IBD rolls out M&A services to advisors this quarter and reels in record recruits, Dan Arnold says the firm is experimenting.

The practice received a recommendation from a surprising source and wound up picking its suitor after only a three-month search.

The acquisition of another midsize wealth manager will boost the holding company above 2,500 reps with nearly $95 billion in AUA.

The combined company will service $4 trillion in assets and is valued at $1 billion.

Despite the credit-positive reading by one agency, the IBDs are competing against less leveraged rivals.

Sammons is trying to solve the longtime question of how best to combine planning with certain products through technology.

CI Financial has inked 14 deals for RIAs in less than a year — taking the lead in a hot M&A market.

Acquisitions of wealth management, insurance, fintech and other firms are expected to pick up as banks seek new sources of fee income and look to improve digital capabilities.