Eight straight years of record-breaking consolidation in the wealth management space are seen as just an onramp to more of the same this year, according to the latest research from DeVoe & Co. The new report, which includes findings from ...

President Joe Biden’s threats of higher taxes have become a key driver in this year’s record-level consolidation among registered investment advisers, which reached the 200-deal mark last week. With a month to go in 2021, RIA deal volume has already ...

The 64 ownership transactions involving registered investment advisory firms that took place during the third quarter set new quarterly and annual records, according to DeVoe & Co. “With 165 transactions through the first three quarters, the industry has surpassed the ...

Hightower has notched its fourth acquisition of the year by adding the $2 billion Washington, D.C.-based advisory firm Farr Miller & Washington. The cash-and-equity deal, which will close in about 30 days, has the added benefit of placing the RIA’s ...