RIAs

2016 was a record breaking year. Expect the same for 2017, says Echelon’s inaugural DealBook study

Matrix Wealth Partners, partly owned by Fuld, will complement Matrix Advisors, a consulting firm that Fuld set up after Lehman's 2008 bankruptcy.

Their attorney said he would instead file claims in arbitration.

The expansion-minded RIA reaches $5.5B in AUM and adds its first Western office with its latest deal.

Record deal activity in 2016 is setting the stage for more growth, according to Echelon DealBook.

One of the new recruits says his group was attracted to the firm's platform and culture.

The spat between the firms started when the regional BD recruited a group of advisers who collectively oversaw about $1.1 billion in client assets.

Find out which top practices gained or lost advisors in the last year.

James Gorman laid out plans for the wealth management unit, which turned in record earnings for the fourth quarter.

The move comes as a surprise; "active search" for a replacement underway.