Sean Allocca

Mercer Advisors picks up where it left off last year.

A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.

The barred advisor and his brother defrauded a widow as part of a real estate investment scheme, according to federal prosecutors.

Independent advisors are closing in on the service capabilities of big wealth management firms.

The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.

The stolen funds allegedly went to pay for college expenses and credit card bills, according to federal prosecutors.

A more comprehensive approach to low-cost investing could save thousands for retirement age clients.

The stolen funds went to pay for his daughter’s college expenses and to reimburse other clients, according to federal prosecutors.

Life Brokerage Financial has 80 advisors and 40 full-time staff and will join the firm next month.

These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.

The firm wants to rid advisors, and their clients, of traditional paper checks.

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

The software is powered by analytics previously available only to larger institutions.

M&A deals have picked up pace as tech firms bring more complex products to market.

Advisors reported significant growth in assets under management and expect more of the same in the coming months.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

The milestone cements the dominance achieved by large institutions in the online space.

The deal marks the largest acquisition for the firm year to date.

Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.

Advisors are jumping to firms with established infrastructure.