Strategic buyers

Build or buy: IBDs seek the right price for advisor tech

As firms position their advisors to compete for future clients, diverging strategies have developed.

M&A Sean Allocca June 6

M&A Sean Allocca June 6
Voices FP50: Dramatic changes for the largest IBDs

Chelsea Emery
Editor in Chief Financial Planning

Shifts in the annual ranking of the nation's independent broker-dealers show how pressure on IBDs is intensifying.

Independent BDs June 4

Independent BDs June 4
How will a Focus Financial IPO impact RIAs?

The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.

Strategic buyers Charles Paikert May 29

Strategic buyers Charles Paikert May 29
Voices Will LPL or Lightyear buy Cetera? Either way, proceed with caution

Frank LaRosa
CEO Elite Consulting Partners

If Cetera ties itself to a culturally unmatched firm, the roadblocks it creates for itself may be too much to overcome, an industry recruiter says.

M&A May 21

M&A May 21
Poll Does your firm plan to implement advanced digital advice capabilities?

Some say Edelman Financial's acquisition of Financial Engines will pressure RIAs to accelerate their digital capabilities.

RIAs Suleman Din May 1

RIAs Suleman Din May 1
What's fueling the red-hot RIA M&A market?

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

RIAs Charles Paikert April 22

RIAs Charles Paikert April 22
Video Lighting Round: What does O’Hare have to do with Savant's M&A strategy?

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.

Strategic buyers April 19

Strategic buyers April 19
First Allied firm acquires $105M LPL practice as succession fuels record M&A

Cetera has provided financing and other services in more than 250 acquisitions across the IBD network since 2015.

M&A Tobias Salinger March 23

M&A Tobias Salinger March 23
Video ‘It starts with culture’: Lightning Round with Bronfman’s COO Michael LaMena

As RIA dealmaking heats up, what are the biggest mistakes sellers and buyers make? Michael LaMena responds to Financial Planning’s rapid-fire questions.

M&A March 13

M&A March 13
Mercer Advisors wins hard-fought battle for $410M firm

The private equity-owned RIA beat out 40 other suitors.

M&A Sean Allocca March 5

M&A Sean Allocca March 5

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