-
The RIA’s revenues blow past $1 billion, but industry observers note fierce competition among rival buyers.
February 20 -
Successful deals are generating a high degree of confidence in the M&A market.
January 21 -
Deals by the holding company’s partner firms combined for over $5.5 billion in AUM last year.
January 8 -
The RIA expands and solidifies its presence in the Chicagoland market.
January 8 -
Advisory firms are generating "phenomenal" internal rates of return for PE buyers.
July 9 -
Captrust scoops up two more RIAs in the market’s sweet spot.
June 25 -
Joe Duran outlines the company’s strategy for its mass-affluent advisory push.
May 20 -
The Wall Street giant will use the Main Street advisory firm to further its mass-affluent strategy.
May 16 -
The IBD network has an inside edge for ensuring advisors are ready if equities suffer a sustained fall, according to its president, Adam Antoniades.
May 14 -
The $22 billion RIA makes its sixth deal of the year in a red-hot market.
April 24