Plus, SMArtX and TradePMR team up; and Apex says Gen Z still loves crypto

Canada's second-largest bank plans to open 150 U.S. branches by 2027, targeting Florida, North Carolina, South Carolina and Georgia.

Happy State Bank's move after Centennial Bank's acquisition of the firm highlights frenzied action in a large but still relatively nascent channel of the industry.

Central Pennsylvania-based Domani Wealth sought a partner that could provide more resources to its clients and its 23-person team.

Moody's upgraded the firm's debt rating, but rivals are likely to pounce if service from the corporate office deteriorates during a complex and lengthy transition.

True Capital Management founders Doug Raetz and Heather Goodman merged into the multifamily office three years after an affiliate's capital infusion.

The $1 billion cash injection gives the business an enterprise value of about $5.3 billion.

CEO Michael Tiedemann explains why the family office and asset management firm took a different path in an increasingly privately held industry.

One of the largest fee-only advisory firms in the country picked up a team that has grown by a factor of 9 over the past three decades.

The former United Capital and Goldman Sachs executives who founded the new RIA consolidator chose Kansas City as the location for their first anchor office.