CW Advisors has acquired three additional RIAs with a total of $1.6 billion in client advisory assets, pushing its total AUM to $19.7 billion under Osaic.

Also, Modera adds its first West Coast office, Mercer buys an AI-driven tax firm, Aprio acquires in Texas, and Robertson ...

"The firms getting somewhere with AI all did one thing first: they gave it an owner. Everything else, the data, the controls, ...

Raymond James added a Washington, D.C., trio from PNC Private Bank managing $1.5 billion in client assets as KKM Wealth Partners ...

The former Commonwealth advisor teams have begun a recruiting drive that CEO Andy Harris says will also help shape how Kintra Wealth runs.

A retired, high-net-worth business owner with eight figures to invest wants to meet at 2 p.m. It’s the largest prospect of ...

Erinn Ford and John DiMonda, co-heads of the Osaic Independent Channel, were also recently moved to new roles. Ford now ...

Other firms making news included Vestmark, First Trust, Franklin Templeton, Stepstone, Mercer, C.J. Lawrence and Global X.

Pittsburgh advisor admits impersonating a Labor Department official to pressure business owners into switching retirement ...

The figures underscore how elevated home prices and mortgage rates have raised the financial hurdles to owning a home, ...

If a life insurer’s investments go sour and it becomes insolvent, then the annuity owners will be protected in part by what ...

FINRA fined Webull $4.2 million after finding gaps in identity checks, fraud detection and trade execution oversight ...