The latest push-pull episode between the giant firm and its large branches came to light in its earnings call. Unanswered questions loom large for its future.

From a logo inspired by a clothing decoration to a name inspired by the cosmos, learn why these eight financial services revamped their brands.

With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.

With the exact timeline and eventual destination unclear, the private equity-backed firm was revealed as one of two major OSJs departing from LPL.

The surprise announcement of their exit distracted from some record metrics and the firm's indication that it will be keeping its cash sweep yields the same.

Another private equity investor placed a large bet on wealth management as the latest insurer to sell its industry holdings spun off an attractive asset.

The private equity-backed deal keeps M&A humming along at a "healthy and stable" pace that's unlikely to pick up until rates fall.

Wealthtech platform Envestnet has agreed to be acquired by private equity firm Bain Capital in a $4.5 billion deal that includes heavyweight investors like BlackRock, Fidelity Investments, Franklin Templeton and State Street Global Advisors.

A retiree in New York could pay off her debts in one lump sum. But is that the smartest move?

The Atlanta-based independent broker-dealer thinks some advisors will always feel ill at ease at big firms that keep getting bigger. That's where it sees its opportunity.