Here are some questions to consider if you are an owner of an RIA with $500 million or less in client assets.
The Spokane, Wash.-based firm specializes in retirement plans, group employee benefits and life and disability insurance.
Mariner's Marty Bicknell also sees advisors missing a huge NextGen opportunity.
Raymond James has been on a hiring spree for its public finance division for years.
The advisors were previously with CorePath Wealth Partners in Scottsdale, Ariz.
The pair will operate as the Lewis-Solomon Group in New York City.
The deal puts Robertson Stephens Wealth Management over the $5 billion AUM mark.
The firm announced the purchases of Symphony Financial Planning and Crestline Capital.
A trade group coalition wants to restore a rule implemented in 2021.
The deal gives Modern Wealth more than $3 billion in AUM and puts it in the retirement plan advisory business.
The acquisition of the Seattle-based firm is Mercer's third deal this year.
Founder procrastination in promoting is just as much to blame as high valuations, says dealmaker David DeVoe.
Endeavor Wealth Strategies of Fort Wayne, Ind., has aligned with LPL affiliate Exemplar Financial Network.
The M&A pro returns to her primary skill set after exiting her job as Cresset president earlier this month.
Anderson McKelvey Group is operated by Jesse Anderson, Christopher McKelvey and Anthony Gilotti.
Pettinelli Financial Partners joins Stratos from Osaic. The firm's founder sought a succession plan.
The industry remained resilient compared with a larger drop in M&A activity in general, the firm said.
Helping client fulfill their lifestyle needs is critical to family business success.
Wintrust Retirement Benefits Advisors serves more than 200 retirement plan sponsors.
Painter, Smith & Amberg says its four advisors have more than 100 years in combined experience.