The roughly 90 advisors expected to move from Hefren-Tillotson upon close of the deal will change their custodian and RIA as well.

The bank plans to make the robo-advisor the foundation of a new digital offering that will include access to human advisors.

The wealth manager has primarily expanded through recruiting and M&A since its last major deal to acquire Hilliard Lyons.

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

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

As private equity muscles into wealth management's fastest growing niche, it's injecting Wall Street business practices into financial planning.

The boutique institution has 25 financial advisors, but it’s seeking to grow even larger through a deal with Summit Financial and Merchant Investment.

The Canadian bank is looking for small, targeted acquisitions.

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

The paper from University of Oregon researchers posits a tension between profit motives and ethical business practices.

The office of supervisory jurisdiction is seeking to avoid any further potential disruption from M&A deals, its founder says.

DeVoe’s lookback at 2021 reveals trends and surprises.

A veteran of three decades of fee-only planning is merging into one of the largest firms as it expands in the Cincinnati market.

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

LPL Financial reeled in the largest haul, but RIA consolidators and other rivals also completed mega-moves in 2021.

The firm’s newest business unit’s first move is to acquire portfolio personalization software from Optimal Asset Management.

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

Signs point to yes, say our columnists, who note that COVID-19 pandemic conditions have proved a boon to the firms and M&A activity.

SBA lenders remain the most common source of capital, but there is a conventional and increasingly popular option.

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