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The race to 100 transactions ended a month early this year, with April standing out as the most active month on record for RIA dealmaking.
Wells Fargo has also added more than $800 million in new AUM with recruitments from UBS, Osaic, and Merrill Lynch.
Also, Merit has added an $860 million RIA to bolster its Texas presence while Concurrent's asset management arm partners with a boutique investment shop.
Wells Fargo, Commonwealth, UBS are the firms losing advisor teams.
Firms are facing increasing scrutiny over whether they can be held responsible for losses by clients whose ability to understand their investments has been compromised.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
