The Wilmington, Delaware, bank announced this week that it had purchased Bell Rock Capital. WSFS' management says that legal troubles involving that investment advisory firm's founder won't affect the transaction.

CG Advisory Network's move comes less than a month before the transition of clients from TD Ameritrade is scheduled to take place.

Interest rates, compensation and costs relating to the firm's pending deal to go private tore a hole in the RIA aggregator's earnings for the second quarter.

As thousands of advisors prepare to join the Schwab family in a month's time, insiders are weighing in on what it means for the industry.

The deal will preserve independence in the face of competitive pressures, the outgoing CEO of Sentinus said in an interview.

Moves to Osaic, LPL, Raymond James, Steward Partner, Sanctuary and Cresset display how wealth management giants are broadening their appeal.

Despite the rate of M&A slowing in the industry, LPL says it will continue to be a "significant source of growth."

Naratil thinks Lightyear Capital can offer the capital and expertise firms need on their way to IPOs.

Family offices have joined strategic buyers and private equity companies in competing for M&A deals.

Are special purpose acquisition companies the wave of the future, or a waste of space? The experts weigh in.