Also, the fourth quarter became the most active quarter in history, with 78 reported deals, according to DeVoe & Company.

As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

David Montgomery will support Concurrent’s retirement plan advisors and expand the firm’s resources in the space.

Instead, flip the script and start from a place of celebration. As you’ve cheered for your clients during their biggest ...

The firm is seeking an injunction in Texas federal court against Roberto Ortega, alleging he accessed client information to ...

With the advantage of hindsight, the U.S. can leverage Europe's decade-long experience with crypto ETPs to avoid pitfalls and ...

F2 Strategy's co-founder provides his take on the most important wealth management technology news of the last month.

Mindy and Louis Diamond’s annual review is designed to provide guidance on the most impactful wealth management industry ...

Cerity Partners, an independent RIA firm with a 15-year history, has been on a growth streak. Just this week, the firm announced plans to acquire Fishman Block + Diamond, an accounting, tax and ...

Captrust has acquired Virginia-based Campbell Wealth Management and St. Paul, Minn.-based TruNorth Wealth Partners.

The two firms share office space and opted to move jointly. This is the latest of several teams to move from Osaic to ...

In the time since the U.S. election, the collective response of the financial markets has been one of optimism. Equity ...