Two whopper transitions drive up the average team size to $269M AUM.
$16.5 billion RIA marks the 10th deal this year and largest ever for the roll-up firm
Investors in the pass-through entities would benefit from a 15% tax cap.
Smaller firms are becoming bigger targets of banks, consolidators and larger RIAs.
With less than 20% market share, banks promote safety in targeting high-end RIAs.
Big bets by the Rochester muni bond team lead to feast-or-famine performance record.
New lending program marks Dynasty's first foray into ownership stake.
Instead of active or passive investing, advisers embrace a mix of both.
Experts take sides on whether a fund-tracker should also launch its own mutual funds.
Conduct exit interviews, stay positive and learn something when a client is just not that into you.
