Strategic buyers

The holding company launched only two years ago, but it’s already made two purchases and has several more in the works.

Larry Roth, who was also head of AIG Advisor Group, is offering up his expertise after helping both firms navigate difficult years as their chief executive.

Rockefeller Capital Management poaches Michael Bapis' billion-dollar HighTower team.

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.

CEO Rudy Adolf held the RIA acquirer’s first-ever earnings call, following its $564.8 million IPO, but the firm’s calculations drew questions.

An unexpected revelation inspired Elliot Weissbluth to launch HighTower Advisors.

M&A data varies widely among providers.

Weissbluth will step down as CEO and become chairman.

A high valuation is a mixed blessing, industry analysts say.

The IPO price was lowered, but long-term performance is considered key.