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Jon Goldstein, the founder and CEO of Goldstein & Associates, said the firm was joining Arbor Point Advisors to broaden opportunities for clients, including expanding the breadth of the firm's tech options.

Envestnet President Bill Crager got a devastating phone call on Oct. 3 when he learned that Envestnet co-founder Jud Bergman had passed away. Here’s what happened next.

The "holding company" for broker/dealers said Aurora Private Wealth would have more access to capital as a result of the deal, which was revealed during the MarketCounsel Summit.

Harrison Till will join the hybrid registered investment advisory firm, in the final acquisition Integrated Partners will make this year.

BNY Mellon Pershing execs are sharpening their sales pitch to RIAs in the wake of Schwab's acquisition of TD Ameritrade.

Mercer Global Advisors is acquiring Houston-based RIA Republic Wealth.

Donald Marron led Paine Webber for 20 years before the retail brokerage was sold to UBS in 2000.

Donald Marron led Paine Webber for 20 years before the retail brokerage was sold to UBS in 2000.

The acquisition of Rodman Capital Management is the latest in a number of recent acquisitions MAI has made since accepting a minority investment from Wealth Partners Capital Group in 2017.