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.

The firm has parted ways with its CEO Alex Friedman and launched a restructuring plan.

Industry pioneer Mark Hurley is out as Karl Heckenberg becomes the aggregator’s new CEO.

Mariner Wealth's and Mercer Advisors' deals for RIAs totaled over $3 billion in AUM in just two weeks.

Its purchase includes the manager’s mutual fund and ETF businesses.

Bob Oros is a leading candidate to head the RIA, but he, or any other successor, will be under “super pressure” from the firm’s owners.

The advisors retained from shuttering Broker Dealer Financial Services will add more than 80 advisors now able to tap into the buying firm’s offerings.

The New York aggregator’s performance to date “will make it easier for other RIAs to go public,” says industry analyst Chip Roame.

The 4,300-advisor network is investing in insurance distribution after benefiting from rising interest rates and record client assets.

The market can't go up indefinitely, says Facet Wealth CEO Anders Jones, who predicts RIAs looking to fund growth-by-acquisition might find themselves cut off.

CEO Jamie Price and other executives met with some 1,000 prospective advisors after inking one of the largest M&A deals in the IBD space this year.

A $6 billion RIA deal may signal a reversal of lackluster market activity.

Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable.

The insurance-related securities market has grown as pension and hedge funds seek diversified bets less tied to interest rate or stock market swings.

Be prepared for hard decisions and setbacks, say RIA executives.

While firms cater to millennial clients, or solve retirement issues for baby boomers, a large swath of the population is overlooked.

The No. 1 IBD’s major spending on recruiting, technology and organic growth is yielding big returns.