Two incoming firms merging together under a new business line at the company will push its offices above 100 nationwide for the first time.

The volume of RIA deals slipped from their record pace of the last nine years, but dealmakers argue the fundamentals are driving more activity to start 2024.

The megabank's Personal Financial Management transaction helped drive some record metrics in 2023 for its wealth and fund segment.

The Canadian lender continues to look south of the border for growth in its wealth management business.

Both sides say no deal is happening, but rumors are swirling about the owndership of Ken Fisher's eponymous firm.

Strains on U.S. consumer spending such as rising delinquency rates on credit cards largely indicate that Americans' debt is returning to pre-pandemic levels.

LPL Financial, Cetera Financial Group, Raymond James, Ameriprise and other industry giants drove a much bigger volume of transitions this year.

The pending acquisition furthers the firm's plans to be a dominant giant, but it also poses tests of its recruiting, capital structure and ongoing reorganization.

The deal displays the growing flexibility LPL is offering financial advisors as part of its ambition to reach the entire wealth management marketplace.

After Cetera's parent closed the acquisition of the tax-focused wealth management firm last month, departing executives received significant bonuses.