The acquisition furthers Captrust's hold in the retirement plan space, now at over $600B AUA.

Goldman Sachs' Marcus platform features ETFs that focus on traditional stock and bond benchmarks, impact investments and smart-beta products designed by Goldman.

The resulting entity could be valued at as much as $5 billion.

The wealth management deals for the week of February 8, 2021.

Long asked for by advisors, Betterment introduces model portfolio feature, plus news from MGP, MaxMyInterest, Alto and Pulse360.

However, the Labor Department stressed that there would be "related guidance" released in the coming days, and would continue to research how the fiduciary exemption could be improved.

The new service, out of its pilot stage, is now available to all LPL advisors and promises to shorten the time it takes them to complete acquisitions from six to nine months to 60 to 90 days.

Paul Pitsironis allegedly stole more than $400,000 from clients to pay casino gambling debts and credit card bills, according to U.S. Attorney's office.

COVID-19 didn’t kill the wholesaler; the digital marketing-communications revolution did. 

Brown Wealth Management’s acquisition of Truuwater Financial forms a $1.2 billion in AUM San Diego firm.