Corporate governance

The RIA holding company reports a 30% rise in revenues and 30 M&A deals.

Ladenburg Thalmann's largest firm has added at least five teams in the wake of recent acquisitions by rivals.

The freshly recapitalized firm is offering succession services without any custodial or affiliation requirements.

After affiliating with Advisor Group following its acquisition, Signature Estate & Investment Advisors aims to offer its TAMP across the network.

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.

Aaron Schaben and Teri Shepherd are named co-presidents of the wealth firm.

Firms should be looking to build out a “data lake,” says the firm’s CTO.

The bank has been slashing expenses, but executives acknowledged they remain high. Between having to hire thousands of compliance employees and waiting on the next CEO to be named, investments in new technology or other long-term growth are limited.

Independent Advisor Alliance also started a robo advisor under Betterment for Advisors after adding more than $2 billion in assets over the past 12 months.