Industry

The digital platform was intended for use by all of the firm's wealth advisers.

The partnership “shows just how much technology is being democratized and customized,” according to one researcher.

The new company reiterated that it expects annual cost savings of about $258.6 million by the end of the third year following the merger.

It's the second acquisition in recent months for the WisdomTree-backed platform.

Confusing messages coming from Washington have some clients anxious. Here’s what to do when major change is in the air.

The $420 million team marks the latest wirehouse exit over a lack of flexibility around the rule.

The advisers generated over $2 million in annual revenue, On Wall Street learns exclusively.

Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.

The role of the firm's latest hire has yet to be determined.

Raymond James, RBC and Ameriprise were among the industry players to lure away talent from Merrill Lynch.