The involved firms include some of the biggest names in the financial services and wealth management space, including BofA, Citigroup, Morgan Stanley and UBS.

The OSJ is leaving the Raymond James platform to form a hybrid RIA with greater flexibility and access to more resources, Concurrent says.

Let’s take back the narrative by talking about the passionate people who help clients achieve their financial and life goals every day.

$1.2B FourThought Private Wealth joins Focus in Florida, Ancora Holdings Acquires Alpha Insurance in Ohio.

Dorsey has a long history in the RIA custodian market, most recently as chief strategist at Altruist. He will lead the LPL team responsible for its bank, credit union and enterprise clients.

Phyllis Borzi says the Labor Department may wait to learn the outcomes of several ongoing lawsuits concerning a Trump-era rule before moving forward on new regulations.

JPMorgan plays to hire about 1,300 advisors in its wealth management division in the next three years.