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.

Advisors managing over around $2.5 billion of assets moved since the start of the week, joining employers such as UBS and Wells Fargo, as some doubt their prospects at the former First Republic under new owner JPMorgan Chase.

The support firm for RIAs sees opportunities to position itself between buyers and sellers of firms.

The deal marks the second this year for the multi-family office, which picked up a new private equity infusion two months ago.

Betsy Jo Merritt accused regional directors of undermining her succession plan and causing the loss of millions of dollars in damages.

The deal reflects the giant Canadian asset manager's altered approach to expanding in the U.S.

CEO Jamie Price pledged that the consolidation would not prompt "a repapering event" and the firm will work to make the transition as easy as possible.

The outflows and expected losses this year at key businesses such as wealth and investment banking highlight the risks for UBS of its planned integration over the next four years.

The founder of a firm that reportedly worked with 13 of the past 15 Super Bowl halftime performers says the transaction undercut the monetization of his company.

CEO David Solomon sees potential for business in the wake of a merger involving two of its rivals for business among the ultrawealthy, he told analysts.

The sale of $15 billion Grove Point Financial comes as smaller broker-dealers confront market headwinds.

YorkBridge Wealth, which has $1 billion in client assets, brings a team of a half dozen employees under two founding ex-wirehouse advisors.

Lehman & DeRafelo offers another example of a big RIA seeking a larger partner despite turbulent economic conditions and some signs of an M&A slowdown.

Even though there's not a way to predict who might face the next wave of layoffs, advisors can help clients prepare their finances.

The firm will compete against a growing group of rivals, but its founders expect to attract a billion-dollar advisory firm by the end of the year.

The midsize wealth management firm with 250 advisors chose to be an independent subsidiary rather than folding into a private equity firm or an RIA aggregator.

UBS has traded steady progress on a low-risk strategy for a political spotlight, years of integration efforts and tens of thousands of job cuts in buying Credit Suisse. Will it pay off?

By paying more now, a young homeowner could be done with his mortgage a few years early. But would it be worth it?

The amount of massive advisory practices across the industry more than tripled in a decade, leaving firms like Equius Partners with scale and succession challenges.

Switzerland's top prosecutor opened a probe to gather information into potential crimes that may have taken place around UBS's emergency takeover of Credit Suisse.