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.

Wells Fargo & Co. said Wednesday that it has promoted Jim Hays to president and head of Wells Fargo Advisors.

Stifel Financial Corp. added 46 new advisors with estimated annual production of $36 million, while registering only three departures in the second quarter, the St. Louis-based bank and wealth management firm reported on Tuesday.

In the second major sale of a PE-backed advisory firm this year, Lightyear Capital is selling its stake in $11.8 billion AUM Wealth Enhancement Group to TA Associates.