Industry

State Street has acquired Complementa Investment-Controlling AG, a Swiss supplier of investment performance measurement and analytics services.

Financial advisor Cheryl Peschke has moved to Raymond James & Associates from Morgan Stanley Smith Barney after finding the firm’s values were a match for her practice.

In our second annual Influencer Awards, Financial Planning honors six advisors whose innovative ideas and wide-reaching work are forging new paths for the planning industry. Here’s an interactive slideshow highlighting this year’s honorees.

Northern Trust has named Marie Dzanis senior vice president and head of exchange-traded fund sales and servicing, in charge of the firm's FlexShares exchange-traded funds unit.

Independent investment and wealth management firm Carson Wealth Management has hired Kevin Zemann as its director of compliance.

Bank of America Merrill Lynch hired Wells Fargo advisor Adam Gurien in Bedminster, N.J. Gurien had $283.3 million in AUM and $3.1 million in annual fees and commissions.

The director of the MetLife Mature Market Institute discusses how financial advisors can best serve baby boomers.

Schwab Advisor Services is launching a multi-million dollar marketing and education campaign aimed at promoting the registered investment advisor (RIA) sector in an effort to differentiate the channel from other, more traditional models in the eyes of affluent investors.

Cantor Fitzgerald named Jeffrey Lumby as its head of equity capital markets where he’ll be continue to oversee the firm’s Controlled Equity Offering product as well as a variety of equity linked origination and execution responsibilities on behalf of the firm’s clients.

Last week’s deal between The Colony Group and Focus Financial Partners is just the latest in what’s turned out to be a very busy merger and acquisition period for registered independent advisor firms. Here's a look at this year's five-largest deals: