Determined to out-Joe-Duran Duran's United Capital, Dave Welling moves his $12B roll-up's HQ to Denver

Marty Bicknell sells Tortoise stake for '$150 million' with cash already earmarked for four or five RIA purchases

How Aspiriant knocked out another all-stock deal for an $850-million-AUM firm and why such pure-paper transactions don't grow on trees

In a deal made in Schwab land, a $1 billion Boulder RIA buys smaller rival but takes the bolder name of its quarry

Two RIA M&A firms merge -- sort of -- when they're not competing head-to-head

Mark Hurley's new report analyzes the pathology of the aging RIA and the illiquidity it exacts

Why AMG's poach of Rich Gill could be the missing ingredient for its V-8 roll-up engine