Private equity fundraising

A rare appearance by one of the investors reshaping the IBD sector drew questions from rivals — and insights into the firms’ approach.

The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.

Gurinder Ahluwalia, CEO of 280 CapMarkets, outlines new bond-trading infrastructure for wealth management, along with his argument for why fears of PE capital are unfounded.

CEO Jamie Price unveiled a three-part “advisor appreciation program” after Reverence Capital closed on a majority stake of the IBD network.

President Adam Antoniades cites record expansion for the year, but the IBD network faces challenges related to recruiting and debt levels.

Lightyear Capital sold its majority stake in Wealth Enhancement Group to another wealth management industry entrant.

Dan Arnold deployed a five-pronged argument for why consolidation is a recruiting boon for the No. 1 IBD.

Wealth Enhancement Group has also grown organically by more than $1 billion each of the past two years.

Reverence Capital Partners agreed to buy 75% of the 6,500-advisor IBD network from the ownership team that purchased it in 2016.

It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.

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

As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.

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 RIA boosts its platform, loses top execs and faces wary advisors.

The well-capitalized acquirer completed eight transactions in 2017.