Industry

The Wilmington, Delaware, bank announced this week that it had purchased Bell Rock Capital. WSFS' management says that legal troubles involving that investment advisory firm's founder won't affect the transaction.

CG Advisory Network's move comes less than a month before the transition of clients from TD Ameritrade is scheduled to take place.

They will take "senior advisor positions" upon Clayton, Dubilier's deal to take the RIA consolidator private — a deal netting them tens of millions of dollars.

Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?

Interest rates, compensation and costs relating to the firm's pending deal to go private tore a hole in the RIA aggregator's earnings for the second quarter.

Plus, Wealth.com and SigFig welcome new leaders to their teams.

Garcia will take on the task of extending the banking giant's reach in Miami.

As thousands of advisors prepare to join the Schwab family in a month's time, insiders are weighing in on what it means for the industry.

The move comes amid predictions that clients will increasingly base wealth management decisions on online testimonials and ratings.

Lisa Opoku follows Julian Salisbury out the door of the Wall Street stalwart.