Robertson Stephens, a family-office and HNW advisory, steps into the Bay Area with $150 million team.

Motive Partners and Fiserv's Investment Services business is now called Tegra118, referencing the 118 chemical elements found on Earth.

Several endowments reported that their total returns actually increased after incorporating sustainable investing strategies into their approach, according to a new report from the Intentional Endowments Network.

The private wealth management team is led by Denis Cleary and Gregory Devine and will maintain its offices in Boston and Los Angeles.

Eric Bartoli was charged with engaging in a Ponzi scheme through the late 1990s, but federal authorities admit his prison time was double what was suggested, according to the Akron Beacon Journal.

The $4.5 billion deal between Franklin Resources and Legg Mason will create a firm with a combined $1.5 trillion in assets.

International wealth management co-head Iqbal Khan may not be in the running because of his relatively brief tenure at the bank.

Roughly half of Stifel's revenue growth is likely to come from wealth management this year, according to CEO Ronald Kruszewski.

Ladenburg said its broker/dealers would not be consolidated away, 'reflecting both companies' commitment to a multi-brand network model.'

The deal is expected to close in the next few days, much faster than anticipated.