CEO Rudy Adolf held the RIA acquirer’s first-ever earnings call, following its $564.8 million IPO, but the firm’s calculations drew questions.

The bank is selling the technology behind its U.K.-based digital advice business to SigFig, a Silicon Valley startup.

An unexpected revelation inspired Elliot Weissbluth to launch HighTower Advisors.

Retired former CEO Mike Sherzan ran unsuccessfully for Congress in 2016, and he became chairman of the board prior to the deal.

M&A data varies widely among providers.

Two RIAs turned out to be well-matched, and combined to form a $5 billion firm.

Weissbluth will step down as CEO and become chairman.

The IBD network is following its rivals in launching a centralized program on succession planning and acquisitions.

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

A high valuation is a mixed blessing, industry analysts say.

Dan Arnold says the firm remains interested if deals are a match for the No. 1 IBD.

The IPO price was lowered, but long-term performance is considered key.

Wealth Enhancement Group would grow to nearly 70 advisors nationwide under its second major purchase of the year.

The strategic buyer, one of the industry's largest, snags a $1B RIA for its first deal of the year.

Mapping out their cash flow and identifying existing and potential problem areas are good places to start.

Money pouring into the advisory business is making one prominent banker nervous.

Ron Carson’s firm and other major practices within the IBD network praise its choice of a new PE backer.

The long-standing feud between founder Mark Hurley and majority owner Emigrant Bank has reached the boiling point.

The owner of RIA aggregator Mercer Advisors has pledged to maintain the IBD network’s current structure under the deal.

The best time to get hired to manage a billionaire’s money is while your firm is helping to create that fortune.