The aggregator buys two RIAs with a combined AUM of over $800 million.

The RIA will be combined with Sontag Advisory to create an $11 billion wealth management powerhouse.

The purchase will add to one of the asset manager’s key businesses, Aladdin.

Strategic buyers have less cash but more flexibility, experts say.

The deal will give Janney greater access to the community banking sector.

The $3 billion-plus RIA seeking scale via acquisitions.

Should advisor retention go as planned, Blucora's agreement to purchase the firm would boost its IBD headcount to 4,500 reps.

The deal to add ready-made packages of funds to the firm’s asset management arm is expected to close in the first half of the year.

Discounted cash flow valuations have become popular, but untangling the formula can be challenging.

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.

The transaction means the TAMP will own software that serves tens of thousands of financial advisors.

The group with $175 million in client assets opted for a Ladenburg IBD they think is less likely to change hands in the future, the OSJ manager says.

Alternative asset managers are under pressure to broaden their offerings as institutional investors seek to make big allocations to fewer firms.

It took less than six months to hammer out the biggest bank merger in more than a decade, and the price was one of the last things discussed, according to a new federal filing.

Gauging the valuation of your business is a way of knowing the overall health of the firm. It can be a humbling process.

Still, advisors thinking of selling are urged not to procrastinate.

The six-IBD network lost advisors during a capital structure change, but its new majority owner says the predicted expansion is still on track.

The Labor Department is investigating the firm’s fee disclosures, which are also a focus of a lawsuit filed by an investor in T-Mobile USA's 401(k) plan.

Woodbury Financial Services has added 572 advisors with $22 billion in client assets since the fall of 2017, CEO Rick Fergesen says.