Cerity has acquired a New York City–based firm with experience serving private equity, hedge fund...

In its 5th deal of the year, Hightower expands its footprint in the nation’s Northeast.

Parsec brings about $3.8 billion in AUM, raising Modera's assets to $10.5 billion and creating...

No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry...

Digital marketing and home-grown planning software, FP Alpha, has launched RIA Altfest into a new...

The dynamics are shifting in the RIA M&A space, and recent events will likely spur a rise in...

How a quartet of young owners who bought out Ensemble founder Curtis Brown grew the firm's assets...

A dedicated tax practice, proactive staffing strategy and 'shrink-to-grow' philosophy are just a...

Periods of uncertainty are not times to reclaim decision-making responsibilities that have been...