The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.

The potential for higher taxes next year may accelerate deals.

Seniors can claim tax deductions for payments made on their homes, allowing them to reduce their tax burden when they retire.

The partnership will likely help both industry titans with their long-term strategic plans.

Deals by the holding company’s partner firms combined for over $5.5 billion in AUM last year.

The global wealth manager was drawn to the Boston-based RIA’s impact investing and OCIO businesses.

The RIA expands and solidifies its presence in the Chicagoland market.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

For starters, wage income earned by those working past their full retirement age can boost tax bills and medical insurance costs.

Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.

The record level of transactions — as well as long-term industry shifts — often prompt advisors and other wealth management professionals to assess their options.

Mariner Wealth Advisors adds to its string of acquisitions, buying two tax practices.

BlackCrown tried to call foul on Schwab’s anticipated acquisition, asserting it would become an “unlawful monopoly” and stifle innovation in the custodial marketplace.

With the industry closely watching the complex integration, the selling network's parent divulged how it struck the $1.3-billion agreement to form a giant IBD.

Who wins, loses after the massive BD merger crosses the finish line?

The $1.8 billion deal is expected to close in mid-2020.

“Tackling student debt is vital today if we hope to set employees up for long-term financial success,” says Scott Whatley, president of E-Trade.

After acquiring TD Ameritrade, Schwab’s custodial division would grow to about twice the size of its closest competitor.

Tom Bradley, known as an advocate for independent advisory firms, was hired to support advisors with under $100 million in assets.