Industry

Focus Financial Partners, one of the most aggressive aggregators, has added $400 million in capital funding, with another $150 million waiting in the wings, scoring one of the industry's largest lending deals from a consortium of large banks.

The new RJA advisors represent a combined $308 million in client assets under management and join Raymond James branches in Portland, Ore., St. Louis and Dallas.

A former top producer from Wells Fargo's private bank will manage client acquisition and relationship development activities across Webster’s four-state footprint.

Raoul Weil, once a powerful UBS AG executive, will return today to a U.S. courthouse where prosecutors said last month he ran a business that used Swiss bank secrecy to help Americans cheat on their taxes.

Merrill Lynch Pierce Fenner & Smith turns 100 today. At least, she would have, if she was a standalone entity, and not a government-rescued Too Big to Fail entity, forced into a shotgun wedding with Bank of America.

The pair, who managed more than $146 million in client assets, joined Raymond James with a practice named Stonegate Financial.

Now that you've chosen to switch firms, make sure you do it right.

Consolidation is reshaping our rankings of RIA Leaders - which firms will top next year's list?

This year's list includes fast-growing hotshots who are challenging the status quo, established stalwarts and granddaddy firms that have been around for more than a century.

Some of your underlying assumptions may be totally wrong. Here are a few fresh ideas to consider.