The future advisor gives up geography for market niches and focuses less on investment strategies in favor of better client outcomes, according to a panel at this year's virtual Morningstar Investment Conference.

Fintech veteran Alex Sauickie, a former colleague of the late John Michel when the two were at Merrill Lynch, will be leading CircleBlack.

At Morningstar's annual conference, Michael Jantzi detailed increasing interest about sustainable investing, as well as how COVID-19 inspired more interest rather than reducing it.

After an 18-month search, SGC Financial and Insurance Services will join LPL from Securian Financial.

Bank of America CEO Brian Moynihan told investors at the Barclays Global Financial Services Conference Tuesday that third quarter revenues at Merrill Lynch and Bank of America Private Bank will be 'strong' due to increased client assets.

Since March, Concurrent has recruited eight teams of advisors, giving it now more than $8.3 billion in assets under management.

PAG is rebranding itself amid an upcoming product launch that will be available to all advisors.