Industry

In the wake of Blucora’s second quarter earnings results last week, RIA and shareholder Ancora is calling for the company to sell off its TaxAct unit.

PNC Private Bank's ranks will be bolstered by either placing staff in new markets through the recently completed acquisition of BBVA's U.S. business or expanding its existing footprint.

Ice Capital Management joined LPL’s broker/dealer and corporate RIA.

Unlike other roles in financial services focused on diversity and employee wellbeing, Shareen Luze’s new position at RBC Wealth Management sits within the business.

The advisor moves, mergers and acquisitions you may have missed over the week ending Aug. 6.

Across an industry that was already split on returning to work, policies are diverging more than ever.

LPL has added bookkeeping as well as a social media tool to its menu of subscription-based business outsourcing services.

Serafini Financial Network, an 11-person team with four advisors and $853 million in assets, is WEG's ninth acquisition this year.

Legend Wealth Management added two executives from JPMorgan Chase, with plans to boost staff from 40 to 50 by the end of the year.

Focus CEO Rudy Adolf said the RIA industry overall should be doing 200 to 400 more deals a year.