Erick Bergquist

There were 22 RIA M&A deals announced in the past six weeks, according to a new report from DeVoe & Company, up from 14 deals during the same period in 2019.

COVID-19 has caused some advisors to doubt the benefits of outsourcing investment management to third-party models, according to data collected by market research firm Ycharts.

Bank of America executives Aron Levine and Cory Triolo announced that Merrill Edge added 300,000 new accounts in 2020 and has introduced a new interface called Idea Builder.

The RIA space will likely see a resurgence in M&A activity in the second half of this year, while 2021 could be the biggest year yet, said M&A players, speaking at Riskalyze's Fearless Week virtual conference.

Dynasty Financial Partners CEO and founder Shirl Penney on why the pandemic has been a boon to wirehouse breakaways, how his firm is working with Envestnet and Mariner Wealth Advisors, and what it means for the...

Focus attributes the growth to three RIA acquisitions as well as 15 subacquisitions it made on behalf of its partner firms over the past year.  

As tropical storm Isaias lashes the U.S. East Coast, Morgan Stanley announced that its advisors have started referring clients to insurance agents to offer them property and casualty insurance.

LPL's earnings fell by 30% year over year while the firm posted $11.1 billion in recruited assets during the second quarter.