Strategic buyers

The strategic buyer, one of the industry's largest, snags a $1B RIA for its first deal of the year.

Money pouring into the advisory business is making one prominent banker nervous.

The long-standing feud between founder Mark Hurley and majority owner Emigrant Bank has reached the boiling point.

The owner of RIA aggregator Mercer Advisors has pledged to maintain the IBD network’s current structure under the deal.

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.

As firms position their advisors to compete for future clients, diverging strategies have developed.

Shifts in the annual ranking of the nation's independent broker-dealers show how pressure on IBDs is intensifying.

The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.

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.

All systems go for more transactions — but the stock market is a wild card.

Fielding rapid-fire questions, Savant Capital Management CEO Brent Brodeski reveals the biggest mistakes of RIA buyers and sellers, shares the strategy behind his firm's targeted acquisitions and divulges his favorite app.

Cetera has provided financing and other services in more than 250 acquisitions across the IBD network since 2015.

The private equity-owned RIA beat out 40 other suitors.

The IBD network has retained Goldman Sachs for a structural review that could have major implications.

Mercer Advisors picks up where it left off last year.

The bank's foray into personal financial-management software follows other online lenders.

Bronfman Rothschild executives have learned important guidelines on evaluating deals.

After a fourth-quarter slowdown, deal-making resumed with a vengeance in January.