Mercer, Creative Planning and others made acquisitions. LPL, Ameriprise and Sanctuary, among others, added teams to their ranks.

The firm expects global wealth to rise to 30% of new capital raised in the years ahead, up from 5% last year.

Fieldpoint Private will offer private banking services to Summit Financial’s advisors, but it will give up its plan to fold into the Merchant-backed firm.

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.