Coming off the launch of its self-clearing platform and acquisition of SSG, the Los Angeles-headquartered RIA custodian plans to double office space in Culver City and bring employees back to the office.

Cerity Partners taps the KPMG tax veteran to source new talent, with a focus on adding CPA professionals, and contribute to international expansion efforts.

Complacency is a funny thing: It’s easy to fall into and hard to get out of.

White-label technology lets advisors offer cash management services to clients, including access to high-yielding FDIC-insured depository accounts through a marketplace of banks and credit unions.

Who will have the advantage – RIAs or RPAs?

Focus Financial co-founders Rajini Kodialam and Lenny Chang are leaving their executive roles at the firm, according to a source, and CEO Rudy Adolf may not be far behind.

California-based Litman Gregory has completed its second acquisition under parent company iM Global Partner in a bid to become a national RIA.

Following two slow months for dealmaking in the RIA space and reports that M&A is slowing but deals are growing, the industry announced no fewer than 15 transactions this week—only one of which even came close to $1 billion in transacted AUM.

Jerry Garcia previously helped lead JPMorgan’s private bank for Latin America.