Concerns mount about the aggregator counting tuck-ins as organic growth.

Jason Kirkland, a former Baird employee, has sued the firm for allegedly withholding his compensation.

In an internal memo, CEO James Poer pledges that any change to the firm’s capital structure "would be made with your business in mind first."

One of the first RIA aggregators is at the center of a bitter legal dispute.

The IBD and its subsidiaries’ 2,300 advisors appear to be facing a sale by its parent, with bidding reported to be starting as soon as next week.

The giants have traditionally bought out the newcomers.

Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.

Six major trends to watch next year include M&A and the breakaway broker movement.

Guess what? It’s not where the biggest AUM is.

Here’s what is underpinning the creation of a firm with more than 320 advisors and $200 billion in assets.

Wealth management transaction activity will reach a record level for the sixth straight year in 2018, according to one forecast.

Demand for advice is exceeding capacity as about 150,000 prospective clients have reached out to the firm this year alone, Ric Edelman says.

B. Riley is grabbing a majority stake in National Holdings while pledging to be a passive investor in the overhauled firm.

Think RIAs are valued at two times gross revenue. Think again.

A chief operating officer can be a firms' secret weapon for growth.

Acquisitions in wealth management have proven tricky in recent years.

The executive argues the firm’s ownership structure is giving it a leg up — rather than posing the issues for advisors decried by critics.

The need for scale is forcing a reassessment of M&A strategy.

The deal could grow Baird’s headcount by about 44%.

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.