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.

Why Informa and the WealthManagement.com team are investing in new events, research, data and digital offerings for RIAs.

LPL Financial has been adding advisors via Strategic Wealth Services, its W-2 employee model and its relaunched RIA custody offering.

For the right firm, the high price tags are appropriate given the growth trajectories. 'If you can acquire a firm and increase the profitability and make them grow faster, you can pay more,' said David DeVoe, speaking at the DeVoe & Co. 2021 M&A+...

CI’s deal with Seattle-based McCutchen Group is its first in the Pacific Northwest, and it will expand the firm's footprint in the ultra-high-net-worth market.

Hightower will take a stake in Bluerock Wealth Management, an Alpharetta, Ga.-based registered investment investor, its ninth deal this year.

Over half of RIA deals done in the third quarter involved selling firms with $1 billion or more in assets, up from the historic average of 30%, according to DeVoe & Company’s latest RIA Deal Book.