Strategic buyers

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.

The deal combines two of the financial services industry's largest technology and processing companies.

The deal for Next Financial would grow the firm's portfolio in the sector to nearly 2,000 reps.

The frothy seller’s market for advisory firms may be coming to end, says veteran dealmaker Peter Raimondi.

Concerns mount about the aggregator counting tuck-ins as organic growth.

One of the first RIA aggregators is at the center of a bitter legal dispute.

Six major trends to watch next year include M&A and the breakaway broker movement.

Wealth management transaction activity will reach a record level for the sixth straight year in 2018, according to one forecast.

B. Riley is grabbing a majority stake in National Holdings while pledging to be a passive investor in the overhauled firm.

Think RIAs are valued at two times gross revenue. Think again.

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.