Industry

Expenses relating to recruiting and M&A rose at a faster clip than revenue, prompting one analyst to downgrade the company’s stock.

Enhancements include a new dashboard view and a grid interface for porting data from other programs.

One firm made three small changes that could appeal to brokers, while the other company’s overhaul will make it more closely resemble its competitors’ setups.

Vendors like Orion are giving independent advisors access to cash deposit accounts and securities-backed loans in an effort to provide all-encompassing services.

The acquisition could help Addepar move downstream and better serve RIAs.

Seven former Wells Fargo Private Bank planners left to join a firm seeking to expand where they say large banks and brokerages have pulled back.

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

A quartet of advisors with $400 million in assets chose the independent firm out of many suitors.

The Florida-based asset management firm has the low-cost deposits TriState Capital needs to fund its rapid loan growth.

Though the Providence, Rhode Island, bank is in the midst of three deals, CEO Bruce Van Saun said it remains on the lookout for other nonbank purchases that could help boost fee income and generate cross-selling opportunities.