Financial advisors Jeff Breese and Brent Mekosh merged their practices as part of the move from the hybrid RIA's former brokerage firm.

The once-discraced firm has benefited from the recent strong rallly in cryptocurrencies.

AdvicePay has appointed Kelsey Lewis as president, overseeing the growth strategy for one of the top payment processing platforms for advisors.

The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.

Executives at the Zurich-based bank say $27B in net new assets for the first quarter put the firm well on its way to its wealth management goals.

An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.

Combining the two partner firms will create an RIA with more than $50B under management.

The private equity-backed advisory aggregator plans to use a consolidation process in "coming months" to bring its various brokerages under one brand.

Citizens has been on a recruiting and acquisition tear in recent years. Tom Metzger, the recently appointed head of the bank's private wealth unit, says it's just the beginning.

Raymond James' outgoing CEO Paul Reilly and incoming CEO Paul Shoukry talk on their long-term strategy that led to growth, challenges ahead with PE buyouts and an $800M technology budget.