Strategic buyers

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.

The Private Ocean co-founder, also known for founding software company Junxure, calls Lakeview a "perfect fit."

Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

Consolidators are doubling and tripling RIAs' five-year performance.

M&A deals have picked up pace as tech firms bring more complex products to market.

The well-capitalized acquirer completed eight transactions in 2017.

Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.

The deal marks the largest acquisition for the firm year to date.

Sellers should focus on what buyers are really looking for, not just price or assets.

Investment capital has become widely available, but advisors still face challenges.