The holding company launched only two years ago, but it’s already made two purchases and has several more in the works.

Upon closing, the deal will push Wealth Enhancement’s advisor head count beyond 70 financial planners.

The equal-weighted nature of XBI gives the fund greater exposure to developing companies than similar products.

Larry Roth, who was also head of AIG Advisor Group, is offering up his expertise after helping both firms navigate difficult years as their chief executive.

The founder of Edelman Financial Services says his critiques of automated advice have been proven right, and that the merger with Financial Engines sets his firm to reach new industry heights.

Rockefeller Capital Management poaches Michael Bapis' billion-dollar HighTower team.

A settlement with Massachusetts regulators resolved a nontraded REIT case, but NPH’s terminations from FINRA and a handful of states are still pending.

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.

The RIA offers multiple income-oriented strategies and a proprietary asset allocation tool.

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.