Private equity funds

Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.

The deal for Next Financial would grow the firm's portfolio in the sector to nearly 2,000 reps.

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

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.

The Wealth Enhancement Group has reached $9.7 billion in client assets under a slew of M&A deals and substantial organic growth.

CEO Manny Roman expects the move will help the firm cash in when the next economic downturn comes.

Before you choose the technology that powers the day-to-day work of your business, it’s sensible to ask how each potential partner is funded.

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

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 twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.

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

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 move to acquire the No. 16 firm from John Hancock reflects the acceleration of industry trends and a potential giant in the making.

A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.

The definition of independence for advisors is changing, according to a new report.

The private equity-backed IBD is "very appealing to advisors in that larger independent setting," its top recruiter says.

All systems go for more transactions — but the stock market is a wild card.

Fielding rapid-fire questions, Savant Capital Management CEO Brent Brodeski reveals the biggest mistakes of RIA buyers and sellers, shares the strategy behind his firm's targeted acquisitions and divulges his favorite app.