Jack Brod, the new chair at the CFP Board, said the review may include examining the board’s composition and revising term limits for its members.

FSI's five new board members include three female industry leaders.

Creative Planning's acquisition of Stratford Consulting gives the RIA an even stronger foothold in the Dallas metro area.

Fiduciary Trust International's acquisition of Pennsylvania Trust is the firm's second deal this month.

The pace of deals will rapidly escalate this year, even as the size of acquired firms is falling, predicts DeVoe & Co. RIAs and consolidators are leading buyers, as banks seem to be backing away from the market.

Cerity Partners announced the acquisition of $1 billion AUM Sullivan & Serwitz.

A $10 billion AUM wealth management team based in Charlotte has joined UBS.

The $4.4 billion in revenue for Goldman Sachs' private banking and wealth management group is tiny compared to brokerage behemoths Morgan Stanley, Merrill Lynch and even JPMorgan Chase.