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How COVID-19 is challenging adviser technology
Even the rapidly moving tech world is having to slow down for the pandemic
A crisis is a terrible thing to waste
How the COVID-19 pandemic could change the 401(k) market
Market slide puts RIA buyers in the driver’s seat
As valuations take a hit, advisers could be forced to the negotiating table
Captrust stays hungry with purchase of $5.5 billion advisory firm
The deal closed just ahead of the market downturn
Private equity firm takes stake in Beacon Pointe
The RIA also announced the acquisition of Ferrell Wealth Management
Aon to purchase Willis Towers for $30 billion
The deal will combine the world's second- and third-biggest insurance brokerages
The compensation conundrum
The way that a firm pays its owner can affect the firm's valuation
David Canter says Fidelity is ready to compete with a Schwab-TD combo
The head of Fidelity's RIA business warns against underestimating the big private company's breadth and depth
Financial services deals meet resistance from Democratic lawmakers
Schwab's acquisition of TD Ameritrade and Morgan Stanley's deal for ETrade have elicited criticism from Sen. Sherrod Brown and Rep. Maxine Waters
Wealth management in the 2020s
Last year highlighted many of the major trends of the past decade, which will continue to shape the industry in the decade to come
Wealth Enhancement Group acquires Joyn Advisors
The acquisition of the RIA adds $1.3 billion to the national firm’s $17 billion in AUM
Morgan Stanley takes cue from Merrill with ETrade deal
Will ETrade become a part of its business where Morgan Stanley can vet young advisers?
Rudy Adolf takes swipe at wirehouse brokerage after Morgan deal
Focus Financial CEO says Morgan Stanley's purchase of ETrade shows traditional brokerage model is broken
Morgan Stanley’s well-timed purchase gives ETrade new life
RIAs that work with ETrade are in limbo for now as the big bank concentrates on wallet share and ETrade's stock purchase plan business
Morgan Stanley is buying ETrade for $13 billion
The all-stock deal will reshape the wealth management landscape
After Fiserv sale, Cheryl Nash’s team rebrands as Tegra118
The sale of Fiserv's investment services business to Motive Partners closed Tuesday
Retirement plan adviser M&A market poised to explode
The mergers and acquisitions boom in the plan adviser market is only just beginning
Robertson Stephens expands its West Coast footprint
Its acquisition of Vine Street Wealth Management boosts the RIA's assets to more than $1.3 billion
Franklin exits fund purgatory with Legg Mason deal
The acquisition will double Franklin's assets, which hadn't grown in the last 18 months
3 reasons I sold a majority stake in my firm
Now that I'm part of a larger organization, 95% of my workweek is spent doing what I’m best at: growing the firm
