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The buyer of the broker-dealer to some 1,200 hybrid advisors is not a private equity firm.
December 5
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The sale of an asset management firm gives Mariner a capital source to buy RIAs. Lots of them.
October 20
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Independent firms need capital, but some top executives question private equity's benefits.
October 18
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The number of transactions is expected to increase over 20% from 2016.
October 17
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An acquisition may pivot on making sure the RIA's nearly 200 advisors stick around after a deal closes.
October 10
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A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.
October 2
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The aggregator has been buying aggressively since an infusion of private equity cash in April.
September 12
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Blue Moon Wealth Advisory becomes the eighth major purchase for the RIA in the past 18 months.
August 16
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The independent advisor will retain branding rights and full autonomy.
August 8
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"Banks traditionally pay higher valuations, but [RIAs] should go into deals with eyes wide open," Dave DeVoe says.
July 26
