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The market is expected to remain heated in the months ahead.
April 9 -
The firm is targeting the mid-Atlantic region, northern Virginia, Florida and the Midwest for more acquisitions this year.
April 3 -
Strategic buyers have less cash but more flexibility, experts say.
March 21 -
The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.
March 15 -
The transaction means the TAMP will own software that serves tens of thousands of financial advisors.
March 14 -
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Still, advisors thinking of selling are urged not to procrastinate.
March 12 -
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As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.
January 28 -
While the average deal size has climbed above $1.3 billion, solo practices still continue to thrive.
January 24