Gallagher and its 90 advisors join the Advisor Group broker/dealer from Kestra.

If other publicly traded RIA aggregators are any indication, CI Financial may not get the valuation it’s hoping for, sources close to the M&A space argue.

With its deal to acquire Oakbridge Partners, Homrich Berg doubles down on its market position in Atlanta. It also brings the firm into the M&A market for $1 billion-plus RIAs.

The deal continues WEG's expansion into California, representing the acquirer's sixth transaction in the state since June 2021, bringing its total client assets to $55.1 billion.

A small subset of OSJs is going beyond simply leveraging scale to get better deals with broker/dealers to become full-service support platforms for advisors.

Connecticut-based Gateway Financial Partners' founder sees an opportunity to buy more OSJs and may seek a capital partner, he says.

LPL has served banks and credit unions for years, but recently the firm made a concerted effort to broaden their support for these institutions. We talk with Shawn Mihal, the firm’s new head of institution services, on what LPL’s doing.

Focus expects to see 20%-plus annual revenue and adjusted EBITDA growth and an EBITDA margin of 25.5% this year, despite anticipated market volatility.

Sanctuary has taken minority stakes in partner firms Concenture Wealth Management and G Squared Private Wealth to create 6 Degrees, a new entity designed to pursue acquisitions in the Southwest. The deal is a model for future Sanctuary investments...

The wirehouses’ 'scale can be mimicked but rarely matched,' said a new Cerulli Associates report.