Revenue that firms generate and income that advisers earn are both on the rise as the industry reaches a “critical mass” that will facilitate more growth.
Business model expands to attract advisory firms that want to keep more control.
Economic uncertainty, fragile investment markets kept RIA M&A to a minimum in the first quarter.
Deal adds six equities strategies, pushes firm over $500M in assets.
California-based advisory conglomerate has its eye on national expansion
A new partnership between Broadridge Financial Solutions and Scivantage will provide Broadridge clients with access to Scivantage Maxit, an automated cost-basis application.
CEO sees scope for more deals to expand geographic footprint, add assets.
Get ready for a new level of transparency. Brightscope is gathering fee info from ADV forms and plans to begin publishing it later this year. Dan Jamieson has the details.
Ads inspired by and tailored for advisers are on the rise
RIA deals hit a five-year low as only 18 transactions were completed in the first half of 2013, according to data from Charles Schwab.
Spike in trading and share price fuel speculation that B-D parent is acquisition target.
Fiera Capital pays $125M for Bel Air Investment Advisors, also buys N.Y. manager Wilkinson O'Grady.
With two major mergers already in the books this month, advisers in the midst of selling their practices are going all-out to complete those deals and avoid looming tax hikes
Beacon Pointe to buy Wealth Management Network on Monday; a trend?
Cetera has hired Steve Dunlap, an executive at Bank of New York Mellon's Lockwood Advisors, to replace Barnaby Grist, who is leaving at the end of the month.
RIAs continue to surge while full-service brokerage firms sputter
