Mercer

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.

The firm made several other changes to its executive leadership, including a new chief marketing officer.

The aggregator has bought 22 firms with $7.1 billion AUM since 2016.

The private-equity backed aggregator bulks up to 39 offices with its second acquisition of the year.

The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.

Morningstar metrics can help advisors evaluate how vulnerable a company is in the transition away from a fossil-fuel intensive economy.

Firms are doubling down on efforts to boost the ranks of women advisors.

A frenzied M&A market means owners are getting full payment for acquired firms sooner.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

The private equity-owned RIA beat out 40 other suitors.