The latest research from DeVoe & Co. highlights the emerging trend of sub-acquisitions, which are on track to set a record this year.
The 16th annual study, which compiles data from more than 1,200 firms managing a combined $1.8 trillion, shows top-tier firms succeed through efficiencies.
The deal adds $26 billion under advisement and more than 400 advisers to Mariner's existing back-office platform.
Three straight quarters of declining deal volume doesn't derail the bigger M&A trend in wealth management.
Richard Cooke has found a niche serving clients just like himself — millennials who love to travel.
After a decade at Fidelity, Canter will take over leadership of Bluespring, the RIA roll-up subsidiary of Kestra Holdings, with a focus on M&A, firm strategy and organic growth.
The first examples of this new strain of ETF creativity could hit the markets within days, giving day traders another toy and financial advisers another headache.
The debut of the macro opportunities and risk parity strategies paves the way for an expanding alternatives lineup.
The popular Fidelity exec has been in charge of the firm's registered investment adviser business since 2017, and has worked for Fidelity since 2009.
Almost 90% of survey respondents believe the stock market can erase most of the losses that occurred during the first half, according to an InspereX survey.
