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Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.
January 14 -
The deal for Next Financial would grow the firm's portfolio in the sector to nearly 2,000 reps.
January 8 -
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.
December 14 -
The executive argues the firm’s ownership structure is giving it a leg up — rather than posing the issues for advisors decried by critics.
November 29 -
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.
November 6 -
The Wealth Enhancement Group has reached $9.7 billion in client assets under a slew of M&A deals and substantial organic growth.
October 23 -
CEO Manny Roman expects the move will help the firm cash in when the next economic downturn comes.
October 19 -
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.
October 11Orion Advisor Services -
The holding company launched only two years ago, but it’s already made two purchases and has several more in the works.
September 24 -
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.
September 1