Mike Durbin says innovations in generative artificial intelligence are progressing at the same rate among consumers and institutions, while Sanctuary Wealth CEO Adam Malamed is worried about granting it decision-making powers.

What can a securities attorney's inbox tell us about the year ahead?

S&P estimates Osaic will pay $1.04 billion, including transaction costs and retention loans to Lincoln advisors.

Featured in this week’s deal roundup: OneDigital, Carson Wealth, SteelPeak Advisors and affiliates of Kestra PWS and Focus Financial.

The acquisitions of AndCo and Fourth Street will almost double firm assets and establish Mariner’s institutional business.

The 10-member Lewis Wealth Partners is Rockefeller’s first team in Richmond, Va.

Canter will support RIA outreach for the digital alternative investments platform.

Private equity firm Charlesbank, which also owns a stake in Lido Advisors, will be a majority owner of the firm; the capital will be used to invest in Rise Growth's targeted RIAs.

Over a matter of weeks, Mariner was hit with multiple lawsuits from rival advisory firms, including Edelman Financial Engines, Avantax and RWA Wealth Partners, claiming the firm's hyper-aggressive growth tactics step over the line. It may just be...