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The RIA's 7th deal in 16 months is for a $160M adviser.

The deciding factor might be ruthlessness.

The four advisers had spent their entire careers at Merrill before making the switch.

Digital advice can help bank customers engage in a range of financial decisions that go beyond retirement planning and wealth management.

The online experience should reflect what it’s like to work with you.

The firm is adjusting to more investors opting for low-cost funds over active management.

Aside from stocks, strong and consistent trends have been hard to come by this year.

Nearly $500 billion of funds held by millennials is up for grabs.

Tech tools can make planning more efficient and show the value of the service, experts say.

Those unwilling to embrace technology will be left behind, wealth management leaders warn.

Some predict the new standards will push more planners to drop their CFPs.

Retirees are better off taking withdrawals from their retirement accounts in their 60s so they spread out their tax liability.

"Everything people thought was cool in 2014 is table stakes in 2017," said Kendra Thompson, head of Accenture’s global wealth management practice.

The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.

The sales-first crowd is trying (desperately) to make sense of the new regulation.

The rep impersonated an elderly customer in an attempt to move his retirement account from a rival institution, the regulator charged.

The latest hires join the regional firm from Wells Fargo and RBC.

Help could be on the way for retirement-age clients asking prickly questions about coverage options.

The once dubbed masters of the universe have barely made money this year and once again, their returns pale next to those of cheaper index funds.

Wealthy clients are demanding more services and help planning their lives, the regional firm says.