Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse Financial Group Securities.

The regional giant reported $2.2 trillion in client assets last year, despite seeing its net new flows decline.

Citi wealth head Andy Sieg told employees that net new investment assets — which surged last year — are the division's "North Star."

The BNY company unveiled an expanded custodial agreement with a large wealth management client in the fourth quarter, as asset values boosted its results.

Wells Fargo and other large wealth managers have been under scrutiny from plaintiffs' lawyers and regulators for the returns they pay on uninvested cash. It hardly mattered for Wells' bottom line last quarter.

Michael Nathanson, CEO of the RIA aggregator, envisions a day in the not-distant future when firms like his will sit on $1 trillion or more in client assets.

Morgan Stanley veteran Mandell Crawley takes on new role as chief client officer of a new unit aimed at driving commercial outcomes.

The mega bank says more than half of its roughly 300,000 are already back in the office every day of the work week.

LPL also drew from Osaic again, RIA aggregators made some big M&A deals and Merrill rehired an executive who left to go to Citi more than six years ago.

Founders Sonya Dreizler and Liv Gagnon said they hope their firm's successes provide "a stepping stone" for others to keep working toward its mission.