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The firm has been renamed Totus Wealth Management and offers property and casualty insurance, asset management and advisory services.

Despite record M&A activity in the RIA space, Focus CEO Rudy Adolf says the industry is 'underconsolidating.'

Ira Cohen, a New York-based managing director focused on working with private equity firms, is joining as an advisor to Sheth’s office and his philanthropy, Sangreal Foundation.

Swensen, who managed one of the most-watched and best-performing college endowments for more than three decades, died May 5 after a long battle with cancer.

The Financial Services Institute opposed the Labor Department's decision, arguing it would keep independent financial advisors from 'operating confidently knowing their independent contractor status is secure.'

Despite the public protests of a large investor, shareholders overwhelmingly approved the sale, slated to close this summer.

Advicent's financial planning capabilities will complement InvestCloud's existing warehouse of wealth management applications.

Prosecutors argued DaRayl Davis preyed on fellow church members and friends, defrauding at least 25 investors over a period of 15 years.

The Boston-based firm added 4.1 million new accounts in the first quarter, more than double the year-earlier period.