Financial advisors will be able to customize client portfolios to address particular values-based concerns, according to the asset manager.

Ameriprise also welcomed a financial advisor with $168 million in assets under management after more than two decades at Merrill Lynch.

A new report from the Spectrem Group shows millennials of different ages react differently as to why they would not retire.

The news comes during a year in which the technology platform provider announced several partnerships and integrations, including with Focus Financial and First Rate.

Financial Solutions Group will be joining LPL Financial from FSC Securities, according to the independent broker/dealer.

Investment banking source said Atria Wealth Solutions was talking to larger private-equity players.

Mooney Lyons Financial Advisors has $320 million in managed assets with four advisors.

The partnership with Dunston Financial Group is Moneta's second move into the Denver area in two months, marking the first expansion out of St. Louis in the company's history.

Legacy Investment Planning will be able to access clearing and custody services from INTL FCStone as a result of the partnership.