The CRM provider completed an integration previously in beta and is improving its data security following a breach earlier this year.

Should our industry give credence to a list that essentially measures advisors by how loud their voices are?

CFRA clients will soon have access to First Bridge Data's database on ETF constituent holdings data and data visualization tools.

Advisors’ conservative models have the highest fees, according to a new analysis by BlackRock.

New York-based Focus Financial Partners Inc. has acquired Harrisburg, Penn.-based Roof Advisory Group, Inc. for its partner firm Fort Pitt Capital Group, LLC

The wirehouse has partnered with BizEquity so its advisors can provide valuation services to business owner clients.

Columbus-based Sweney Cartwright & Co. is closing after 86 years and merging with Boenning & Scattergood, a 56-advisor brokerage with an even longer legacy.

The new rules hold brokers of annuities to a best interest standard and could be a model for other states to follow.

STA Investment Alliance will offer research, manager vetting and investment strategies in alternatives for a handful of third-party firms.