Captrust scoops up two more RIAs in the market’s sweet spot.

Shareholders of both companies will meet separately next month to cast ballots on the $28 billion deal, and BB&T investors will also decide whether the new company should be called Truist Financial.

The purchase gives the firm, which relies on the U.S. for nearly all revenue, a foothold in Canada.

Truliant Federal Credit Union claims that the BB&T-SunTrust post-merger brand represents trademark infringement and unfair competition.

After a reboot in its tech strategy, the RIA custodian is “redesigning every aspect of the advisor experience,” it says.

"Truist" was roundly mocked when it was unveiled as the name of the merging BB&T and SunTrust, but it’s hardly the first bank moniker to elicit a "huh?" from critics.

Judging by day one on social media, you’d think the new Truist brand was a flop. But marketing and branding experts say the name has a lot going for it. What matters most will be how the two banks advocate for the name.

The combined company will be known as Truist, which plays off “trust,” a word the banks’ original names had in common.

Following two recent mega-mergers in the bullion space, the fight to secure dominance is intensifying.

“The amount of capital available to this industry is small relative to the size of the need,” says one new lender.

The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.

Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.

The ex-CEO of a tax-focused firm acquired by the network in 2012 now leads HD Vest and 1st Global following the $180-million deal.

Independent broker-dealers have changed with the times. Our annual ranking has, too.

Warning: Advisory firm buyers may be purchasing a depleted oil well.

The firm hopes to broaden wealth management offerings beyond ultrahigh-net-worth clients.

Despite a great year, firms don't see fit to rest on their laurels. Instead, they're preparing and adjusting to falling traditional revenue and rising expenses.

Why? Three other competitors have an astounding 95.8% of market share.

CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.