The Friedman Peters Group has more than $400 million in managed assets and will join RBC’s San Francisco location, following several other additions in the Golden State earlier this month.

From the interesting mashup that is Mo to Schwab's 200 integration milestone, and Riskalyze co-founder lands in estate planning tech.

Advisor J.P. Garofalo left Morgan Stanley as part of a six-person team overseeing $1.2 billion in early March for the now-troubled First Republic. He returned to the wirehouse this week.

Firm namesakes have left Linscomb & Williams to start an 'aspirational' RIA that shares profits with clients.

Gundlach moved the main office of his money management arm to Florida after criticizing taxes and the quality of life in California.

Brian Addington and Theresa Allen will join California-based branches, and are the latest advisors to depart First Republic after the banking turmoil earlier this year.

Experts weigh in on how artificial intelligence will change the money business.

The nine justices of the U.S. Supreme Court listed assets between $24 million and $68 million.

Former Carson Wealth lawyer Kevin Miller is joining Sanctuary, while a former CCO returns to his post at the firm after a leave of absence.