Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client.

In the wake of its acquisition of SVB Private, Michael Wilson will now lead the combined wealth management division.

Advisors are on the move this week, as no fewer than three teams announced they're switching platforms

Too many firms were failing to consider and offer lower-cost or lower-risk alternatives to the non-traded products, or other complex offerings like private placements, according to a new report from state regulators.

Modern Wealth has completed its 4th acquisition since establishing anchor offices just weeks after a PE-backed April launch