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.

The independent RIA looks to the Wall Street stalwart for its expertise in alternative investments.

The deal will preserve independence in the face of competitive pressures, the outgoing CEO of Sentinus said in an interview.

A prominent compliance consultant lists the top reasons firms turn to outside experts for regulatory assistance.

The change follows multiple reorganizations of the Wall Street giant's asset management division.

The author learned fast that running an OSJ has little overlap with operating a fully independent, multicustodial firm.

Moves to Osaic, LPL, Raymond James, Steward Partner, Sanctuary and Cresset display how wealth management giants are broadening their appeal.

Despite the rate of M&A slowing in the industry, LPL says it will continue to be a "significant source of growth."

Naratil thinks Lightyear Capital can offer the capital and expertise firms need on their way to IPOs.