RIA Edge

Pilot Financial, which has 105 advisors, joins LPL as an office of supervisory jurisdiction, following Lincoln's sale to Osaic.

The acquisitions of Wealth Management Solutions and Autumn Wind Asset Management represent Modern Wealth’s seventh and eighth transactions and bring its assets to over $3.7 billion.

While making the case for improved industry diversity is “not a sprint,” showing the financial imperative for doing so is the best way to convince leaders, according to participants during the Focused on the Future Think Tank at Wealth Management...

Too many RIAs fail to clear a path for junior advisors to take over, threatening the future viability of the business. A panel of practice management consultants at Wealth Management EDGE discussed why that’s a mistake and what advisors can do to...

The firm recently expanded the team building out Cetera's RIA services.

The firm pulled Hightower back from the market after failing to find a buyer willing to meet its multiple, and is now considering layoffs, sources say.

According to a managing director at a PE firm, larger firms will change their approach when they can no longer grow at the same pace.

Private equity money continues to fund inorganic growth for its chosen firms, and with more buyers comes more competition, according to panelists at RIA Edge.