One factor driving the rapid rise of M&A in the advisory industry? It’s increasingly the only way to grow a practice into a sustainable business, argued a trio of RIA executives at the recent TDAI conference.
The asset manager is attempting to exit its $58 million stake in the digital wealth management platform.
Despite lawsuits filed to block the deal, shareholders of Ladenburg Thalmann voted Thursday to allow Advisor Group to acquire the firm.
From Reg BI to wealth taxes, a look at how Democratic candidates’ policy proposals could affect advisors.
Partners with Drinker Biddle also covered Regulation Best Interest preparations and other regulatory topics on their 'Inside the Beltway' audiocast.
Tom Nally tells advisors gathered for the firm’s national conference it’s business as usual, even as the DOJ signals more scrutiny of the proposed acquisition by rival Charles Schwab.
Bluespring Wealth Partners announced it has acquired Retirement Wealth Specialists.
The Financial Services Institute has secured group health insurance for its advisors after years of attempts.
In related news, CEO Joe Duran will buy an apartment in New York, where Goldman is headquartered, an indication that he’ll continue to lead the business he built.
The firm began rolling out the new service for retail customers today and will continue to do so in the coming weeks.
