ACG, the founding practice of a midsize firm, will keep some ties in place as it seeks further expansion under one of the most active acquirers in wealth management.

After a $70 million fundraising round, the company also plans to begin offering HSAs and emergency savings.

It'a the latest move of a U.S. asset managers expanding into the businesses of private equity and credit.

Expenses relating to recruiting and M&A rose at a faster clip than revenue, prompting one analyst to downgrade the company’s stock.

The acquisition could help Addepar move downstream and better serve RIAs.

The Florida-based asset management firm has the low-cost deposits TriState Capital needs to fund its rapid loan growth.

Though the Providence, Rhode Island, bank is in the midst of three deals, CEO Bruce Van Saun said it remains on the lookout for other nonbank purchases that could help boost fee income and generate cross-selling opportunities.

Teams managing $7.5 billion in client assets flocked to Financial Advocates through referrals from other reps who had previously moved to the firm.

The big asset manager’s acquisition of O’Shaughnessy Asset Management is the latest in a string of similar deals by Wall Street.

Berman Capital is the latest big seller to find a larger partner as equity values, tax fears and other factors push deal volume and size even higher in 2021.

The RIA consolidator poached the founding advisor’s practice only about a year after the enterprise closed its BD in its prior move.

Here's what you missed this week in wealth management.

While COVID damaged the economy, it also created a widening pool of super wealthy investors.

The panelists said they’re still seeing a huge increase in merger and acquisition activity.

The deal is part of CEO Jamie Dimon’s pledge to “get faster and be more creative.”

The alternative investments company hopes to offer increased education and access to the sometimes controversial products.

The Canadian asset manager’s stateside AUM will pass $80 billion after its latest deal for a Silicon Valley-based firm.

An unusual recommendation by the wirehouse’s First Clearing unit drove the big succession deal for XML Financial Group.

The acquisition will solve a father-son enterprise’s succession and help it continue to grow, Carroll Financial CEO Kristopher Carroll said.