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Katherine Jollon Colsher will succeed Janet Cowell as head of the organization, which works to ensure that 30% of investable capital will be managed by women by 2030.

Forest Williams Jr. of The Opus Group of Virginia specializes in asset management and retirement income planning, and will join the firm from MML Investors Services.

Wealth Enhancement Group acquired its third New York office.

Shih is moving into the role of executive chairperson; COO Mike Boese is taking over as CEO.

Matthew Clason cultivated a personal relationship with the client, who considered him 'a good friend.'

The trio of advisors and additional staff will join the firm's employee advisor channel from UBS and will be headquartered in Kansas City.

The RIA industry is going through a transformation and there are four catalysts behind it, says Mark Tibergien.

The former NBA player opens up about how his financial advisor helped him get past his gambling problem and divest 16 cars.