The three advisors that make up JCG cited LPL's new "ClientGoals" addition to the ClientWorks platform as an enticing benefit of the new partnership.

Kestra Financial has added $180 million firm Moore Wealth Management.

Advisors are bullish on the industry’s prospects for continued M&A, although challenges, such as a lack of confidence that the next generation can afford to buy them out, abound, according to a recent DeVoe & Co. study.

PEAK6 is funding a fintech program at the University of Michigan Ross School of Business.

Mercer Global Advisors said it has acquired Sage Future Financial, a $100 million RIA based in Albuquerque that serves approximately 45 households.

These firms are leading the way on gender diversity.

LPL's branch recruiting is up 45% over a year ago, as the broker/dealer increases recruiting support and opens up the lines of communication to hybrid firms.

Despite a red-hot M&A environment in RIA land, the cost to buy a firm is not yet excessive, argued participants at Echelon Partners' recent Deals & Dealmakers Summit. Still, a market downturn could slash valuations dramatically.

The wealth-management firm’s new Zurich-based venture, with Switzerland’s Constantia Partners AG, will be called Tiedemann Constantia.

UBS announced it has raised $225 million from its private clients for the $1 billion KKR Global Impact Fund as part of a five-year plan to mobilize private wealth for public good.