Strategic buyers

The RIA’s revenues blow past $1 billion, but industry observers note fierce competition among rival buyers.

Successful deals are generating a high degree of confidence in the M&A market.

Deals by the holding company’s partner firms combined for over $5.5 billion in AUM last year.

The RIA expands and solidifies its presence in the Chicagoland market.

Advisory firms are generating "phenomenal" internal rates of return for PE buyers.

Captrust scoops up two more RIAs in the market’s sweet spot.

Joe Duran outlines the company’s strategy for its mass-affluent advisory push.

The Wall Street giant will use the Main Street advisory firm to further its mass-affluent strategy.

The IBD network has an inside edge for ensuring advisors are ready if equities suffer a sustained fall, according to its president, Adam Antoniades.

The $22 billion RIA makes its sixth deal of the year in a red-hot market.

The market is expected to remain heated in the months ahead.

The firm is targeting the mid-Atlantic region, northern Virginia, Florida and the Midwest for more acquisitions this year.

Strategic buyers have less cash but more flexibility, experts say.

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.

The transaction means the TAMP will own software that serves tens of thousands of financial advisors.

Still, advisors thinking of selling are urged not to procrastinate.

The aggregator nears $1 billion in revenue.

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

While the average deal size has climbed above $1.3 billion, solo practices still continue to thrive.