Is the advisor suing his current employer — by accident?

The platform provider will keep its New York offices.

The private-equity backed aggregator bulks up to 39 offices with its second acquisition of the year.

The hybrid RIA wants to reach $10 billion in assets within four years.

Goldman Sachs is looking to sell more services to midsize companies under a plan to generate $5 billion in additional revenue.

The firm just announced its biggest acquisition in a decade.

Clients have received a combined $3.7 million in settlements involving two barred former reps of the IBD set to be acquired by Atria Wealth Solutions.

Fintechs are also attracting strong PE interest; robos not so much.

Negotiations ended in December because the parties couldn’t agree on a price amid a rout in U.S. stocks, according to people familiar with the matter.

The purchase is part of a plan to add younger clients and tech startups to its stock-plan administration business.