Private equity funds

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.

The private equity firm’s credit arm grew significantly with the addition of a new insurance platform and an energy investment management unit.

The RIA grabs an UHNW firm with trust services in a lucrative market while also targeting midsized firms.

Advisor Group firm Woodbury Financial targets the bank brokerage channel.

"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.

Focus Financial adds a $4 billion wealth management firm to its expanding roster.

The IBD network has retained Goldman Sachs for a structural review that could have major implications.

Mercer Advisors picks up where it left off last year.

After a fourth-quarter slowdown, deal-making resumed with a vengeance in January.

Morgan Stanley and one of its advisors were ordered to return the entrepreneur's investment in two private placement funds totaling $536,000 and pay him $37,500 in compensatory damages.

Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.