The private equity-backed firm's acquisition of Levy Wealth, with its more than $1 billion under management, falls in line with the trends driving industry consolidation.

His first exchange-traded fund — the Research Affiliates Deletions ETF — will look to buy companies that were recently deleted from major indexes.

Investment management firm Vanguard has cut the investment minimum to access its robo advisor from $3,000 to $100 in assets.

The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.

LPL presses forward with deals that have made it one of the fastest-growing firms in recent years.

The figure would mark a 73% jump from the current $5.5 trillion controlled by people represented by family offices, according to the report.

Wealth management firms are facing scrutiny from investors over their investing choices and missed signs of fraud, in our latest look at the legal issues in wealth management.

Leading wealthtech innovator Brian McLaughlin said he's stepping down as president of Orion Advisor Tech next month.

Nuno Matos, once a contender to be chief executive, is leaving after nine years at the firm.

In an earnings call, an RBC executive says the firm decided to raise its account yields in response to higher Fed rates because "the right balance was to allocate some of that rising rate to our customers."