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The deal combines two of the financial services industry's largest technology and processing companies.
January 16 -
The deal for Next Financial would grow the firm's portfolio in the sector to nearly 2,000 reps.
January 8 -
The frothy seller’s market for advisory firms may be coming to end, says veteran dealmaker Peter Raimondi.
January 3 -
Concerns mount about the aggregator counting tuck-ins as organic growth.
January 2 -
One of the first RIA aggregators is at the center of a bitter legal dispute.
December 19 -
Six major trends to watch next year include M&A and the breakaway broker movement.
December 10Diamond Consultants -
Wealth management transaction activity will reach a record level for the sixth straight year in 2018, according to one forecast.
December 7 -
B. Riley is grabbing a majority stake in National Holdings while pledging to be a passive investor in the overhauled firm.
November 30 -
Think RIAs are valued at two times gross revenue. Think again.
November 30Symmetry Partners -
The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.
November 27