The RIA adds $600M in AUM with its third acquisition of the year.

Ranking RIAs by AUM or number of employees is misleading.

RegentAtlantic buys Hillview Capital to widen its mid-Atlantic footprint.

The aggregator has bought 22 firms with $7.1 billion AUM since 2016.

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.