Tiburon Managing Partner Chip Roame said he would not name names, although he did commend Alex Chalekian for speaking out about billionaire investor and advisor Ken Fisher’s inappropriate comments at Roame’s summit.

According to the fintech firm, Broadridge's acquisition will help advisors better prepare for the implementation of the SEC's Regulation Best Interest rule.

The custodial firm announced today it too would eliminate the $4.95 commission on trades, including for RIAs, and reiterated that, unlike rivals, it does not sell trade order flow.

To support continued acquisitions, Kestra's M&A arm recruits staff from Goldman, AssetMark and online banking firm Kasasa.

SkyView Partners has launched Advisory Practice Board of Exchange, a subscription-free online platform for buying and selling wealth management practices that features access to bank financing.

Advisor Alex Chalekian says he was 'disgusted' by comments made by the billionaire investor and advisor during a fireside chat at the Tiburon CEO Summit this week.

The merger brings overall assets under management at the combined firm to $340 billion.