Two major hybrid RIAs using LPL as their brokerage are joining forces after the acquiring firm received an investment from Merchant.

It's the latest in a buying spree that's part of CEO Jamie Dimon's goal to stay in front of the competition.

Here's the news you might have missed over the last week in wealth management.

After Schwab acquired Motif in May 2020, a slew of companies quickly bought their way into the strategy.

The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.

Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.

Eight RIA acquisitions and two minority investments added $49 billion in client assets to the Toronto-based firm’s U.S. platform in Q4.

Private equity firms have been using their war chests to go shopping for technology-focused financial services firms.