What can a securities attorney's inbox tell us about the year ahead?

S&P estimates Osaic will pay $1.04 billion, including transaction costs and retention loans to Lincoln advisors.

Featured in this week’s deal roundup: OneDigital, Carson Wealth, SteelPeak Advisors and affiliates of Kestra PWS and Focus Financial.

The acquisitions of AndCo and Fourth Street will almost double firm assets and establish Mariner’s institutional business.

The 10-member Lewis Wealth Partners is Rockefeller’s first team in Richmond, Va.

Private equity firm Charlesbank, which also owns a stake in Lido Advisors, will be a majority owner of the firm; the capital will be used to invest in Rise Growth's targeted RIAs.

Over a matter of weeks, Mariner was hit with multiple lawsuits from rival advisory firms, including Edelman Financial Engines, Avantax and RWA Wealth Partners, claiming the firm's hyper-aggressive growth tactics step over the line. It may just be...

Hughes Financial Services is one of three firms to join Bluespring last year.

It's focusing on recruiting those with specialized tax expertise.