Banco Popular de Puerto Rico

Cerity Partners adds its own large RIA in New York, and Beacon Pointe acquires firms in Indiana, Washington State and New York.

Also this month in our disciplinary digest, a now-barred 'problem broker' for Stifel lands his former firm another hefty settlement, and an advisor is accused of fraud for trying to poach clients from his old firm.

Wine, whiskey, cars, handbags, guitars and watches are loved by many clients. And they may be worth serious money, too.

Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.

Also this week, Raymond James draws from Commonwealth again amid that firm's absorption by LPL Financial, and Osaic adds advisors with nearly $800 million in AUM.

But Commonwealth Financial Network retains its appeal, pulling a team from Morgan Stanley, while LPL draws a large practice from RBC.

Citizens meanwhile extends its presence in Florida with a $750 million team from RBC and Envestnet hires a new CEO.

Along with traditional financial planning, Tushar Kumar includes estate and tax planning services at his firm in order to give clients, especially high net worth ones, a complete picture.

A Cerulli report puts numbers to the channel's transformation. We have resources for advisors who want to better understand the space.

Though advisors keep heading for the door following the sale of Commonwealth, industry analysts believe LPL Financial can still hit its post-purchase goals for retaining assets and headcount.