A $185 million funding round led by Valar Ventures Management has propelled the Canadian fintech to unicorn status.

The award-winning advisor marketing technology firm is celebrating a new deal on the eve of its inaugural conference in Las Vegas.

The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report.

These are the bits of news you might have otherwise missed this week in wealth management.

See which firms, advisors and executives made moves this week in wealth management.

Gwen Campbell, who dropped a prior lawsuit against the Wall Street bank over client poaching, opened a new legal front.

Client assets, net flows and total revenue are up year over year for the California TAMP.

The headwind from equity volatility offset much of the increased business, but CEO Ron Kruszewski is bullish about rising interest rates.

Whether an anticipated acquisition or a surprise move, industry deals can sometimes make sense, but they can also leave questions.

Income and advisors were up in Q1, but the firm's total brokerage and advisory assets dropped 4% to start the year.

Familiar firms maintain top positions in the annual study, but newer investors are having more problems.

The firm reached records in rep headcount and advisory assets after closing the Charles Stanley deal in the first quarter.

Leaders of the network say marginalized advisors will be able to get everything they need at a significant savings over putting the pieces together themselves.

Zurich-based bank's wealth management results came in weaker than expected in Q1, and trading revenue suffered a big hit.

After agreeing to purchase Wealthfront during the first quarter, CEO Ralph Hamers says the firm is eyeing more opportunities in the U.S.

The firm will soon launch a product that will allow 401(k) plan participants to direct a portion of their savings into bitcoin up to a cap of 20%. 

The firm’s financial advisor headcount and its client assets drove up its business in the first quarter, despite the impact of lower asset values.

FPA helps kill a sales tax bill, an NBA player’s former assistant gets jail time, UBS drops its appeal and pays a former compliance officer $14.1 million, and more.

Kestra grabs an RIA, LPL takes on advisors from Stifel and Morgan Stanley, record M&A transactions, and more.

The Pennsylvania firm saw its revenue climb 28% from one year ago to $581.4 million for the quarter.