Captrust wins a heated battle to expand its North Carolina footprint.

CEO Peter Mallouk wants to create a “reserve” to see the RIA through any economic downturn.

Two other groups of MML Investors financial advisors have boarded what the expanded firm’s CEO calls a “big boat” under Coastal Wealth.

The 8,000-advisor IBD network will launch “a more robust hybrid offering” this year, Head of Wealth Management Tim Stinson tells Financial Planning in a new podcast.

Retirees can reverse their claiming decision, but not without considering one important caveat.

The proposed acquisition is under scrutiny from advisors as well as the Justice Department.

Two prominent female advisors are joining forces to target first-generation wealth builders.

Direct indexing, heightened competition and advisor tech platforms were just some of the critical details executives discussed.

A rare appearance by one of the investors reshaping the IBD sector drew questions from rivals — and insights into the firms’ approach.

The agency is seeking additional information from the firms as well as competitors and advisors.

United Capital has a new name, but key challenges remain for its new owner.

After developing a plan to cover their bills and emergency expenses, clients in a new marriage are advised to start working on their long-term goals.

As the firm struggles to find RIAs to buy, CEO Peter Mallouk explains how the Tony Robbins factor has driven growth.

The FTC wants buyers and sellers to identify their largest shareholders, the extent of their influence and any communications they’ve had, sources say.

Tensions between buyers and sellers of advisory firms are surfacing, according to a study.

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.

Successful deals are generating a high degree of confidence in the M&A market.