Sub-acquisitions made up 31% of all RIA M&A activity in 2025 amid rampant private equity investment in the industry.
Our daily email brings you smart and engaging news and analysis on the biggest stories in business and finance. For free.
In August, the company revived its “Best Deal Ever” promotion, offering a large pizza with any toppings for just $9.99.
Mid-sized firms are being squeezed by shrinking profit margins and rising technology costs.
Sellers are now able to get an even prettier penny when they offload their firms than just a year ago.
The deal-making vibes on Wall Street were strong after Donald Trump won his bid to return to the White House.