In The News CEO change at Edelman Financial Engines shows how private equity is reshaping industry Inside Hightower's move to rebrand acquired firms, court smaller RIAs The Story Behind OpenArc's Decade-Long Journey to Independence Creating The Vision Of Your Life Who Owns Your Client Data? A Hidden Factor in RIA Valuations Corporate Roundup: JULY Acquires EIP, Nationwide Unveils Digital Experience Q1 RIA M&A Sizzled, But Multiples Seemed To Cool Why wealth management M&A is unlikely to dry up amid volatility A Record Breaking First Quarter for 2025 Merger and Acquisition Activity What LPL’s purchase of ‘crown jewel’ Commonwealth means for advisors Dealmakers share how to bring G2 along on the M&A journey Merrill Lynch’s Client Transition Program is Under a Harsh Spotlight in Court Why the $150 million Fiduciary Network lawsuit ‘could get very ugly’ In Search Of The Perfect Deal How the industry's mixed signals point to further consolidation Being Prepared to Acquire Another Firm Why next-gen advisors can be a make-or-break factor in PE dealmaking Why Hightower Had To Change Course Next-Generation Advisors Want Equity, and Firms Are Responding Creatively Charles Schwab describes claims in Merrill’s raiding suit as ‘rank speculation’ What to make of RIA suing Schwab The COVID-19 fallout is infecting the RIA M&A market Meegan: A.I. & Energy Seeing Flows, Retail & Real Estate Cooling How to sell and how NOT to sell your RIA Uncertainty 'Opening the Door' To Partner Comp Changes in 2025 What LPL, Atria layoffs say about the firm's M&A strategies What RIA Sellers Can Learn–Good and Bad–From Trump’s Negotiating Tactics How Law Firms Are Planning for 'Rocky' Times Ahead RIA Dealmaking Is Off to a Hot Start for 2025. Can the Frenzy Last? LPL's Steinmeier 'maniacally focused' on making Commonwealth advisors feel at home Costly referral programs fuel RIA M&A growth strategies The big value — and tax savings — of personal goodwill Personal goodwill is opening up M&A for employee advisors Why advisors should prioritize next-gen planning The Climate Tech Landscape and Meeting Energy Demand in the U.S. The Evolution of Advisor M&A Deals: What to Know Now What's at Stake in the Ameriprise-LPL Fight Over Client Data Fidelity: RIA Deal Size Rises, Volume Eases in 2024 Rockefeller enters RIA M&A Race New $11B RIA aggregator tries divide-and-conquer M&A approach
