Jessica Mathews

The firm expects to add $10 million in revenue once the deal closes later this year.

The firm adds a second $1B RIA - and its family office.

Every advisor's route is different but one thing is certain — turbulence.

The hybrid digital advice firm is expanding its marketing department in an attempt to outpace its competitors.

Is the advisor suing his current employer — by accident?

The hybrid RIA wants to reach $10 billion in assets within four years.

After half a century, Christopher Sargent is making his first career change.

It's the first regulatory ding for the influential advisor and entrepreneur in almost 15 years.

Advisors cheered when Tim Hockey told them that growth in the retail channel would not come at the expense of its institutional network.

The firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.

The next generation of advisors is worth the cost.

The robo advisor scouted several cities for a second location apart from its New York City headquarters.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

The firm’s hot recruiting streak continues into 2019.

The latest funding round puts Acorns, led by CEO Noah Kerner, at a reported valuation of $860 million.

Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?

Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?

The regional BD’s new advisors managed a total of $225 million in assets at Wells Fargo and Merrill Lynch.