Seven Mile Advisory, based in New York City, has left Mariner Platform Solutions for tru Independence.

Cantella recently shuttered its 65-year-old broker/dealer; its 105 advisors, and some $5 billion in assets, have moved to Cambridge.

Brian Addington and Theresa Allen will join California-based branches, and are the latest advisors to depart First Republic after the banking turmoil earlier this year.

UBS took in $28 billion in new money from rich clients during Q1.

Despite some high-profile departures, the bank says the exiting teams accounted for less than 20% of total wealth management assets.

We’re a long way from AI taking over Wall Street, but two credible studies suggest there’s no reason to think it can’t.

Experts weigh in on how artificial intelligence will change the money business.