Industry

Focus Financial, the poster child for M&A as a growth driver, becomes first acquirer to admit that RIA M&A has slowed—significantly.

March and April was the slowest two-month period for RIA deal assets since 2016, Fidelity says.

The first five months of Adam Antoniades’ reign as CEO have been rough, but he believes the pandemic underscores the need for financial advice, and Cetera is doubling down on understanding individual advisor needs.

Investacorp, Securities Service Network and KMS Financial Services will be absorbed into Securities America before the end of the year, according to CEO Jamie Price.

What is the future of financial advice after recovery from the COVID-19 pandemic?

Clients are more cautious, more digitally savvy and more interested in sustainable investments, according to UBS' Amy Lo.

From death comes new life as the mega-custodian acquires the most usable parts of Motif's technology and development staff.

Karstens Investment Counsel, an RIA in Omaha, Neb., with $200 million in assets, will join Frontier Wealth Management.

LendingWell to take advantage of the tightening of lending standards that has arisen due to the coronavirus pandemic.