Industry

RegentAtlantic buys Hillview Capital to widen its mid-Atlantic footprint.

The firm has been hiring advisors aggressively, attracting talent with its culture and technology.

The No. 1 independent broker-dealer failed to properly register more than 650 reps as agents, the prominent state regulator says.

The team made the transition with Kestra Private Wealth Services.

The group added teams from Wells Fargo FiNet and JPMorgan Chase by expanding with an eye toward meeting a need in the marketplace.

Many planners are feeling out of touch with modern digital tools. Here are some steps to follow to get back in the game.

Keeping up with all the options isn’t always easy, but it’s important, according to the custodian's vice president of digital strategy.

The aggregator has bought 22 firms with $7.1 billion AUM since 2016.

The insurance-affiliated firm aims for growth while some counterparts have exited the sector.

Six of the new recruits broke away from Merrill Lynch.