The nation’s largest independent broker-dealer aims to boost expansion even more, and it’s not ruling out launching its own bank.

The deal formally unites Marty Bicknell and Steve Lockshin, two of the biggest names in wealthtech investing.

Firms automating a once little-known investment strategy have become one of the hottest areas for wealthtech acquisitions.

Private equity firms are jostling to invest in financial advice firms that they think may become cash cows.

The startup, Just Invest, uses direct indexing to manage $1 billion in assets.

Strategic buyers and consolidators like Captrust are driving a record pace in overall transactions and those involving sellers with at least $1 billion in AUM.

The Colony Group and XML Financial Group are set to bring on an RIA and a wealth management practice, respectively, in the third quarter of 2021. Focus also announced that Sonora Investment Management will join as a partner firm.

The recent change in presidency is set to bring about substantial changes in the way high-net worth individuals are taxed in relation to capital gains.

The two announcements hours apart came after at least 33 firms with $1 billion or more in client assets changed hands in the first quarter.

The wealth management firm has about $240 million assets under management and 220 clients.

The New York-based bank is broadening its offering to financial advisors, a key source of growth in the asset-management industry.

After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.

The No. 1 IBD added to its record headcount with the third billion-dollar move it unveiled in a two-week span.

The company is buying financial-literacy startup PayGrade, which makes a virtual banking and investing product used by K-12 schools.

How technology is enabling new types of payment transmission and what this means for banking.

Each time Edelman made a deal with investors in his advisory firm, he carved out a strategic payout for himself and a profit stake in the new entity.

The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.

The deal values the robo advisor at close to $966 million, according to people familiar with the matter.

Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services.

Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.