Former employee alleges financial-wellness guru’s firm selectively enforced “Christian” rules forbidding extramarital sex for staffers.

Advisor Kristin Bartlow brings a team of four managing $195 million in client assets to Journey Strategic Wealth.

The deal to buy Wealthstreet Investment Advisors marks half a dozen since the RIA roll-up received a PE investment last year.

There are lots of reasons to fret about debt — and more reasons not to, writes Matthew A. Winkler.

After the Schwab-TD merger, rival firms are re-thinking the settlement process, testing new pricing models, and improving advisor efficiency and service. Is David sprinting past Goliath?

Four months after shutting down, the fintech and some of its employees are joining SEI.

The partnership sets a new standard in the industry, according to Orion president Noreen Beaman.

Ancora, which previously took on Bed Bath & Beyond and Big Lots, argues the company suffers from poor leadership.

Two experienced private equity investors in wealth management struck a deal for a minority stake in one of the industry’s biggest names.

Wealth management firms are consolidating at a breakneck pace in a bid to grab wealthy U.S. clients.

The deal will push Paris-based iM Global’s assets above $24 billion and enable it to break into wealth management.

The RIA picks up 1,300 clients with $780 million in assets, underscoring feverish consolidation among wealth management firms.

The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.

Ascensus sold the practice with four reps and $490 million in client assets after acquiring it two years ago.

It’s a move that combines two businesses providing products and services in high demand — investment returns and retirement income, the firms said.

Questions about job losses and real estate are adding more complexity to the usual post-deal issues involving advisor retention and company consolidation.

The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.

Wealth Enhancement Group’s second acquisition of 2021 comes as experts say there’s an “ever-increasing buyer appetite” for $1 billion-plus firms.

Despite Voyant’s success internationally, it is relatively unknown in the U.S. The TAMP plans to change that.