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These firms oversee more than $185 billion in combined assets.

This year’s list of the 150 largest firms represents an industry that will emerge from a post-COVID world deeply altered.

Christian Spaltenstein is managing director of AFEX Americas.

The combined company would become a $2 trillion RIA custodian.

The same words keep popping up in company titles. Here’s why that may be problematic.

Unlike many digital advisors, Retirable is not offering investment management or targeting millennials.

The firm is maintaining control but dropping its FINRA registration as the sector’s rising expenses and lower margins fuel consolidation.

Maura Hodge is an audit partner at KPMG, and leads the firm’s ESG and sustainability assurance practice.

The new recruits came at the expense of Merrill Lynch, UBS and Wells Fargo.