While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week.

The unit, called 23 Wall, focuses on about 700 families worth more than $4.5 trillion.

O'Neil was a pioneer in using computer data to analyze stocks.

JPMorgan Chase offered full-time or transitional roles to almost 85% of the nearly 7,000 employees still working at First Republic when it collapsed.

Launches, acquisitions and affiliations were all announced in the RIA landscape this week, as were some key people moves.

Milemarker CEO Kyle Van Pelt assured attendees at the WealthStack conference they shouldn’t be expected to run their firms and have the responsibilities and knowledge of a CTO. 'You should be advisors,' he said.

Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.

Also, Zoe Financial selects BridgeFT WealthTech API, and Daffy announces its open API for developers.

Honeytree Investment Management CEO Liz Simmie admitted that the ongoing ESG conversation is a 'hot mess,' but she would still encourage clients to dig deeper into the strategy.

Client-driven independence, surprising partnerships and evolving tech will define the 'greatest time to be a financial advisor,' according to the founder of Dynasty Financial Partners.