The $1 billion cash injection gives the business an enterprise value of about $5.3 billion.

The firm picked up net gains in its ranks of brokers after two years of declines — which also helped it add more than $32 billion in net new assets in the first quarter.

CEO Michael Tiedemann explains why the family office and asset management firm took a different path in an increasingly privately held industry.

The company that provides services to 106,000 advisors posted financial results that signal strong advisor performance despite dropping revenue.

Morgan Stanley supplanted JPMorgan Chase atop the rankings of the biggest compensation for head executives across wealth management.

In what may be the firm's last earnings call before being acquired by private equity firm Clayton, Dubilier & Rice, CEO Rudy Adolf praised Focus' RIA partners.

The California TAMP's new producing advisors are hitting levels not seen since early 2022.

The downgrade shows rising concern about CI's debt, much of it incurred to pay for acquisitions of U.S. registered investment advisory firms.

BMO's acquisition of Bank of the West is delivering the firm its seventh recruiting or M&A move of at least $1 billion in 2023.

Despite a nearly flat advisor headcount, interest income and fees lifted the regional brokerage's results, and the wealth business still added $21.5 billion of net new assets.