Strategic buyers

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.

Mariner Wealth's and Mercer Advisors' deals for RIAs totaled over $3 billion in AUM in just two weeks.

Bob Oros is a leading candidate to head the RIA, but he, or any other successor, will be under “super pressure” from the firm’s owners.

The New York aggregator’s performance to date “will make it easier for other RIAs to go public,” says industry analyst Chip Roame.

A $6 billion RIA deal may signal a reversal of lackluster market activity.

Consolidators and large RIAs were leading buyers in the third quarter.

Firms who "do nothing" will be in a "precarious position," advisors are warned at a Fidelity conference.

The deal is Captrust's 31st purchase in the past 12 years.

The fast-growing Mather Group has ambitious expansion plans.

Allianz became the second multinational insurance firm to step away from the IBD space this year under a plan to shutter Questar Capital.

The $6B RIA bought a neighbor but also expanded its footprint.