New to the U.S. market, Capitaliz has rolled out a set of valuation tools for advisors working with business-owner clients.

The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.

Silicon Valley Wealth Advisors and Hall Private Wealth Advisors represent Allworth's sixth and seventh deals of 2023 and mark its entry into Southern California.

David Chubak says the firm hopes to attract so-called “break-back brokers” who are coming back from full independence.

Kate Swimley was hired this month to cover the ultra-wealthy for Apollo’s family office business after almost a decade at BlackRock.

Mills was replaced by Jonathan Leach, previously deputy head of Citigroup’s investment management division after earlier serving as head of investments for North America.

Minority investment will support succession and technology initiatives for the Austin-based institutional asset manager.