The newly released tool seeks to automate multiple compliance processes, including share class monitoring.

Mercer CEO Dave Welling says the new brokerage will help it better serve prospective clients and M&A prospects with long-standing commission-based assets at outside broker/dealers.

Investors await a fresh narrative at Goldman Sachs' second-ever investor day.

Keith Glenfield will take over Hans’ previous position as head of the firm’s Northeast division, while Nancy Fahmy will oversee Glenfield’s Investment Solutions division while also continuing her role heading Alternative Investments.

Americana Partners is adding the group of eight in Midland, Texas, to expand its focus on oil and gas family wealth.

The deal with Clayton, Dubilier & Rice has an enterprise value totaling more than $7 billion, with stockholders set to receive $53 per share.

But what are the real costs?

Integrated Partners, a fast-growing RIA built on a CPA-affiliation model, makes its first full acquisition—a $2.25 billion Southern California RIA—as the firm embarks on 'deliberate' M&A growth strategy.

CI Financial is still set to take its U.S. business public and pay down debt on its Canadian businesses in 2023, said CEO Kurt MacAlpine—while a stateside shopping spree may be slowing.

Federal Reserve officials said the inflation in the US is resulting from a complex set of unprecedented conditions, and that it may take time to decelerate.