The Daily Brief

Since March, Concurrent has recruited eight teams of advisors, giving it now more than $8.3 billion in assets under management.

The fintechs are intent on providing advisors with a one-stop view of client data.

But a possible combination in 2021 would likely not affect UBS's North American advisors, industry analysts said.

Pathstone's acquisition of Price Wealth gives the multigenerational family office $22 billion in total assets.

Led by strategic acquirers like Hightower and Creative Planning, RIA M&A kept up the hot pace set in June, with 12 deals announced in August for $12.89 billion in AUM.

The digital operations software developer is adding Ryan George to its C-suite, as the firm's new chief marketing officer.

With a number of new compliance measures hitting this year, SEI Wealth Platform is adding an integration with RIA in a Box.

The fintech platform surpassed $2 billion in AUM, after hitting the $1 billion threshold in February.

The newly established River's Edge Wealth Partners, with about $500 million in client assets, is led by advisors joining LPL from Wells Fargo.

CAPTRUST boosted its already large retirement plan business with the addition of RIA Plante Moran Financial Advisors' retirement practice, a team boasting $6.27 billion in assets under advisement.