USI adds to its retirement and investment advisory business with actuarial and benefits consultant H&H.

The Cynosure Group's plans to build an RIA for wealthy clients got a fortuitous boost in the wake of Silicon Valley Bank’s downfall, even as its chairman has come under scrutiny for his role in the collapse.

The Friedman Peters Group has more than $400 million in managed assets and will join RBC’s San Francisco location, following several other additions in the Golden State earlier this month.

CI Financial says it will use the profits from selling a minority stake in $5 billion AUM Congress to pay down debt. Meanwhile, Captrust, Allworth Financial, Wealth Enhancement Group, Sanctuary Wealth and MAI announced transactions representing...

But the firm hopes to capitalize on opportunities in the wake of the crisis as banks look to diversify revenue streams with brokerage and wealth management services, says Dan Arnold.

From the interesting mashup that is Mo to Schwab's 200 integration milestone, and Riskalyze co-founder lands in estate planning tech.

First Republic’s issues stem from its stockpile of loans at low interest rates, including an unusually large portfolio of jumbo mortgages to wealthy clients.