Industry

The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.

Eight RIA acquisitions and two minority investments added $49 billion in client assets to the Toronto-based firm’s U.S. platform in Q4.

Private equity firms have been using their war chests to go shopping for technology-focused financial services firms.

The four-member team led by Brent Hablutzel is the second Merrill Lynch team from Denver to make the move to Rockefeller in as many years.

Where you should work. How you should serve HNW clients. Cerulli’s latest report tells you six trends that are top of mind in the industry.

Over the next four years, RIAs will come to control a third of the industry's AUM.

Here's what you my have missed this week in wealth management.

Focus Financial Partners saw revenue climb more than 32% in 2021, powered by a flurry of deals and higher wealth management fees.

And Sanctuary Wealth will work with its Texas partners on M&A advisory for RIAs.

How much work went into modernizing Junxure CRM, and why the company is still glad it made the acquisition.