Erick Bergquist

Emigrant Partners has made an investment in the California-based firm, marking its third deal since the pandemic started.

Morgan Stanley will offer a full suite of wealth management services to its existing Canadian corporate stock plan customers.

Sanctuary Wealth has completed its acquisition of Northview Asset Management and will use it to create a new division, the Advisor Solutions Group.

Focus Financial, the poster child for M&A as a growth driver, becomes first acquirer to admit that RIA M&A has slowed—significantly.

LendingWell to take advantage of the tightening of lending standards that has arisen due to the coronavirus pandemic.

Republic Capital Group's Langston says deals are still getting done, but buyers are demanding more protection.

Advisor head count at the big firms continued to erode, and the expected flight to cash, zero interest rates and slowdown in economic activity cut into assets under management.

Financial Resources Group will combine with Gladstone Wealth Group to create the largest OSJ on LPL’s corporate RIA platform, with over $24 billion in client assets.