Sources say high-profile departures and a changing corporate culture challenge the fintech giant as it decides between two acquisition partners.

CI has gobbled up more than 30 smaller rivals since entering the U.S. market two years ago.

Here's what happened over the last week in wealth management.

This deal continues Hightower’s trend of buying existing RIAs rather than trying to lasso breakaway brokers.

Along with PlannerDAO and a new certification, Adam Blumberg and Steven Larsen are hoping to formalize how the industry learns about cryptocurrencies.

Large financial institutions are investing in technology to tap into the growing workplace wealth market.

Valuations are growing, but not as quickly. Brand is key. Size matters.

Here's what happened over the last week in wealth management.

CEO Bruce Van Saun said the bank wouldn’t search for deals as aggressively as it had last year, but Florida expansion remains a focus

Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.