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.

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

Alexandria Capital is led by CEO Augustine Hong and CIO Jonathan Ferguson.

State Street agreed to buy Brown Brothers Harriman’s investor-services business for $3.5 billion in cash, adding an operation that safeguards about $5.4 trillion of assets.

Onex Corporation’s private equity arm is investing in an RIA consolidator that’s been nearly as active in M&A as another firm in its portfolio.

Aaron Klein will remain CEO and previous investors like FTV Capital will exit in the recapitalization deal.

The deal also marks the latest expansion of Goldman’s European operations.