The boutique investment bank that specializes in financial sector M&A has worked on a number of deals involving wealth managers.

The two latest teams joined from Bank of America's Merrill Lynch.

Withdrawals at UBS' key global wealth management unit totaled almost $8 billion in the fourth quarter, with clients removing another $5 billion from asset management.

Richard Bernstein Advisors' senior quantitative analyst discusses his belief in niche ETFs and the opportunities he sees in short-duration bond ETFs.

The leak affected advisers who do business with BlackRock’s iShares exchange-traded funds unit.

The data, which appeared in three spreadsheets linked on one of BlackRock's iShares web pages, included names and email addresses of financial advisers who buy BlackRock ETFs on behalf of customers.

Los Angeles-based Lido Advisors and San Diego-based Ken Stern & Associates are coming together.

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The reduction amounts to about 6 percent of the workforce in high-cost locations.