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The billions of dollars in new capital from mutual funds into startups are largely responsible for skyrocketing valuations, fewer initial public offerings and talk of a bubble.

XYPN co-founder Alan Moore moves his RIA to Abacus Wealth Partners as part of the deal.

The bank acquired the A.I. Group, a provider of employee benefits consulting and insurance brokerage services in Georgia.

While the group moves between wirehouses, Morgan picks up more recruits from Barclays.

JPMorgan Chase said authorities are examining what its wealth management businesses and private bank told customers when selling them the company’s own investment products and enlisting hedge funds.

Pimco said regulators are considering taking action against the firm over marking of securities in the exchange-traded fund version of its flagship Total Return Fund.

Advisors are backing off equities and bonds, as volatility and the Greek crisis have some clients 'spooked.'

Barclays advisors overseeing $3 billion recently went independent with Dynasty. But that wasn't the only big move; Merrill recruited multiple teams managing more than $2.5 billion. See these and other moves in our latest roundup.

Commentary: No human, no matter how sophisticated, can operate as consistently, quickly or as efficiently as the technology powering an automated investing service.

The trust fund assets will be viable now until 2034, a slight improvement, but Congress still needs to address the program's larger financial woes; Plus, some Medicare recipients could face steep premium increases next year.