The acquisition of Lake Point Advisory Group adds to Mercer's 'deep bench' in Texas, CEO Dave Welling says.

Everest Consolidator Acquisition, a new SPAC targeting the RIA and wealth management industry, seeks to raise $150 million through its initial public offering filed with the regulators this week.

A new pay structure is coming for J.P. Morgan Advisors, Jamie Dimon announced before a meeting with the Queen.

During the opening of Schwab’s virtual IMPACT conference, Walt Bettinger said investors were seeking an “even higher level” of personalization.

The independent wealth management network is launching a new automated digital onboarding system, a Salesforce-based relationship management system, Advisor Business Hub and video marketing partnership.