RIAs

The Bronfman-Highline deal is the 74th RIA M&A transaction this year, and is unlikely to be the last for the firm going forward. "We love this business…and we have capital," says Matthew Bronfman, chairman.

The acquisition of Yodlee, considered PFM's pioneering firm, would cement Envestnet's capability to serve an emerging demand for data aggregation and leveraging data insights and behavioral science in wealth management.

Analysis: Smaller firms may sometimes require more due diligence for advisors considering a move. Here's what to look for.

Commentary: All signs point to the need for advisors to change, simply in order to remain relevant to clients and prospects.

A Hilliard Lyons wealth manager goes the route of independence after spending than a decade in the employee channel.

After "deep consideration" and despite legal obstacles, Kimberly and Jeff Camarda say they still want to right "grave wrongs."

Robo fears are based on newer technology where the motivation is to replace people, says the CEO of Addepar. Its portfolio analysis platforms currently serve $300 billion in AUM, the firm says.

A year after they teamed up with the goal of building a $1 billion firm, the two best-selling authors split; "That is how life goes sometimes," Edelman says.

Creating a high-end brand from scratch is a daunting prospect, says Jeff Spears, chief executive of Sanctuary Wealth Services.

"We are reasonably confident that going into 2016 regulatory expenses will be down substantially," says LPL's acting chief financial officer Tom Lux.