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.

Some suggested that mistakes, rather than intentional duplicity, were the reason behind firms failing to disclosure past legal and disciplinary incidents in their Form CRS.

But a possible combination in 2021 would likely not affect UBS's North American advisors, industry analysts said.

Pathstone's acquisition of Price Wealth gives the multigenerational family office $22 billion in total assets.

Led by strategic acquirers like Hightower and Creative Planning, RIA M&A kept up the hot pace set in June, with 12 deals announced in August for $12.89 billion in AUM.

The Houston billionaire is accused of using a slew of trusts and limited liability companies to shelter assets from his wife.

The Behavioral Finance Barometer 2020 study reveals what worked at the onset of the pandemic.

In an interview with WealthManagement.com, the SEC commissioner offered her perspective on how the markets handled the COVID-19 pandemic's volatility, as well as her thoughts on the newly implemented Regulation Best Interest.