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The strategic buyer, one of the industry's largest, snags a $1B RIA for its first deal of the year.
July 24 -
Money pouring into the advisory business is making one prominent banker nervous.
July 22 -
The long-standing feud between founder Mark Hurley and majority owner Emigrant Bank has reached the boiling point.
July 18 -
The owner of RIA aggregator Mercer Advisors has pledged to maintain the IBD network’s current structure under the deal.
July 17 -
A frenzied M&A market means owners are getting full payment for acquired firms sooner.
June 22 -
SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.
June 22 -
As firms position their advisors to compete for future clients, diverging strategies have developed.
June 6 -
Shifts in the annual ranking of the nation's independent broker-dealers show how pressure on IBDs is intensifying.
June 4 -
The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.
May 29 -
If Cetera ties itself to a culturally unmatched firm, the roadblocks it creates for itself may be too much to overcome, an industry recruiter says.
May 21Elite Consulting Partners