Consolidation in the wealth management industry continues to occur at a record pace. DeVoe & Company’s research finds that RIA M&A activity has set another record, with more than 270 deals this year.

Most mergers are engineered for efficiency. Systems are aligned, redundancies eliminated, and structures combined. Yet despite careful planning, most mergers fail to deliver on their strategic promise ...

Mergers between creative agencies test leadership resolve, cultural compatibility and creative identity. When two firms come together, every principle that once defined and differentiated them in the ...

It is all too common for firms to get sidetracked by war stories, irrelevant history, boasting, or term sheet specifics before this foundational assessment has been made, Blane Prescott writes. The ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min An Arizona corporate law ...

Prableen Bajpai is the founder of FinFix and Analytics Private Limited. She has 10+ years of experience as a finance, cryptocurrency, and trading strategy expert. Businesses can get bigger by internal ...

Most Americans don’t spend much time thinking about Internal Revenue Service policy, nor should they have to. They’re supposed to trust that the agency will apply the rules the same way every time so ...

Interviews with HSF Kramer's leaders, as well as former partners, offer the inside track on how the high profile merger has gone, and the challenges that remain. In the lead up to Herbert Smith ...

A small community hospital merger began with hope. Being acquired by a larger health system could be a lifeline, and it was assumed that their arrival would be welcomed, even celebrated. Instead, ...