Fieldpoint Private will offer private banking services to Summit Financial’s advisors, but it will give up its plan to fold into the Merchant-backed firm.

Sources say high-profile departures and a changing corporate culture challenge the fintech giant as it decides between two acquisition partners.

CI has gobbled up more than 30 smaller rivals since entering the U.S. market two years ago.

Here's what happened over the last week in wealth management.

This deal continues Hightower’s trend of buying existing RIAs rather than trying to lasso breakaway brokers.

Along with PlannerDAO and a new certification, Adam Blumberg and Steven Larsen are hoping to formalize how the industry learns about cryptocurrencies.

Large financial institutions are investing in technology to tap into the growing workplace wealth market.

Valuations are growing, but not as quickly. Brand is key. Size matters.

Here's what happened over the last week in wealth management.

CEO Bruce Van Saun said the bank wouldn’t search for deals as aggressively as it had last year, but Florida expansion remains a focus

Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.

Two major hybrid RIAs using LPL as their brokerage are joining forces after the acquiring firm received an investment from Merchant.

It's the latest in a buying spree that's part of CEO Jamie Dimon's goal to stay in front of the competition.

Here's the news you might have missed over the last week in wealth management.

After Schwab acquired Motif in May 2020, a slew of companies quickly bought their way into the strategy.

The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.

Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.

Eight RIA acquisitions and two minority investments added $49 billion in client assets to the Toronto-based firm’s U.S. platform in Q4.