Lincoln National Corp. is shedding its two broker/dealers and RIAs in a deal that adds about 1,450 advisors and $108 billion in assets to Osaic's network.

Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.

Inspire Advisors has joined a lawsuit arguing the major retailer’s Pride Campaign resulted in consumer backlash that negatively impacted its stock price.

Envestnet paid about $590 million for Yodlee in 2015.

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.