In the News How the industry's mixed signals point to further consolidation Why advisors should prioritize next-gen planning The Evolution of Advisor M&A Deals: What to Know Now The COVID-19 fallout is infecting the RIA M&A market The Climate Tech Landscape and Meeting Energy Demand in the U.S. The big value — and tax savings — of personal goodwill Personal goodwill is opening up M&A for employee advisors What to make of RIA suing Schwab Merrill Lynch’s Client Transition Program is Under a Harsh Spotlight in Court Rockefeller enters RIA M&A Race Being Prepared to Acquire Another Firm Why the $150 million Fiduciary Network lawsuit ‘could get very ugly’ What's at Stake in the Ameriprise-LPL Fight Over Client Data New $11B RIA aggregator tries divide-and-conquer M&A approach Fidelity: RIA Deal Size Rises, Volume Eases in 2024 In Search Of The Perfect Deal Kupfer. attorneys have been featured in:
