The partnership includes a $20,000 commitment to Hopey's Heart Foundation — and comes as women are projected to control more than half of the anticipated $84 trillion Great Wealth Transfer by 2045.

Raymond James posted record client assets, continued strong advisor recruiting and rolled out its proprietary AI assistant in a strong third quarter.

SEI may not be the first firm that comes to mind when thinking about the industry's custodians, but the firm has built a substantial client base of financial advisors over more than 30 years.

Schwab directly or indirectly manages only 2% of the $37 trillion in U.S. wealth that could be in the hands of advisors, according to CEO Rick Wurster. The size of the opportunity means there is no need to compete with the firm's RIA clients.

The firm isn't discussing the news reports suggesting it's for sale. Here's how it has built such a close relationship with so many planners over the years.

In its annual survey of industry consolidators, DeVoe and Co. detects signs that the upward march of RIA deal valuations may soon come to a halt.

FINRA's annual snapshot shows how the wealth industry is changing, from key business metrics and marketing trends to shifts in registration and a shrinking branch footprint.

Morgan Stanley wealth management had a blockbuster second quarter, with net new assets up 150% year over year.

RIA deals can falter at the finish line if the acquiring advisor fails to think about financing at the start.

Citi's net new invested assets grew $15.7 billion or 9% in the second quarter, as the company works on an ongoing plan to grow its wealth business.

JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its perennial winners, with one interesting exception.

In a Q&A, planner Louis Barajas explains how he wrote an interactive guide to building generational wealth and how financial advisors can learn from its universal principles.

The Ensemble Practice's annual growth and profitability report reveals a "scissors shape" between the two, based on a survey of more than 170 firms.

Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last year of Commonwealth Financial Network.

Even though RIAs reached a record size in four important metrics, experts say equity values are masking weaknesses in their organic growth.

BNY Pershing declined to state the size and fees of its clearing and custody business with RIAs and other wealth management firms. But that's hardly unique in a channel of the industry with shrinking margins.

Median sale prices for RIAs have long been ticking upward. But some valuation experts argue that impending retirements could lead to an oversupply of firms on the market — and lower price tags.

A note by Morningstar DBRS analysts warned of the risks working against big RIA aggregators' success in consolidating a fragmented channel of the industry so rapidly.

The big moves hit the Swiss firm as it continues to lose advisors on a net basis — though now it's reportedly sweetening its recruiting offers.

Difficult personal experiences led the founder of virtual firm YGC Wealth to become the first strategic advisor to BestFarewell, a technology start-up that aims to help grieving families process and organize end-of-life planning documents.