Industry

CAPTRUST Financial Advisors has merged with Parker Carlson & Johnson Investment Management; Meanwhile, Independent Financial Partners announced its acquisition of Private Wealth Alliance.

An arbitrator ruled against a former wirehouse advisor who declined to attend hearings or have a lawyer represent him against Morgan Stanley.

Focus Financial facilitates a three-way marriage of family office veterans who plan a bicoastal growth strategy.

Use laser precision in your specialties, and network more than ever to crack into a tight-knit community.

TCW’s Metropolitan West Total Return Bond Fund collected more money than any other bond mutual fund in the year following Bill Gross’ sudden departure from Pimco.

The recruit and an already independent advisor opened their own wealth management practice on the independent side of Wells Fargo.

UBS' latest hires managed approximately $1.3 billion in client assets while at Merrill.

By taking a 6.3% stake in LPL, activist investor Marcato Capital is expected to push for big changes, as it has at public companies such as BNY Mellon and Sotheby's.

United Capital plans for a white label version of its financial life management platform and the firm will be announcing an acquisition of a robo solution in the fourth quarter.

Understanding the valuation of your firm can help identify areas of improvement, especially if you are considering selling. Here are some key insights to consider.