Aquarian Holdings missed the original deadline to close its $4.1 billion deal to acquire life insurer Brighthouse Financial ...

Merrill Lynch on Wednesday reeled in a team managing $1.2 billion in assets at UBS Wealth Management USA, according to a ...

J.P. Morgan Wealth Management hired a Wells Fargo Advisors broker who had managed $533 million in clients assets in Palo Alto ...

Active managers who briefly looked like they might finally have their moment earlier this year are once again confronting ...

Wells Fargo Advisors brokers have resumed placing orders through their Advisor Gateway desktop system after an outage tied to ...

BetaNXT, backed by private equity firms Clearlake Capital and Motive Partners, also works with independent brokerage giant ...

Defiance ETFs has submitted paperwork to the US Securities and Exchange Commission for a series of leveraged funds that would ...

The Crestview-backed serial acquirer bought Sanchez Wealth Management Group, a Jacksonville RIA with three advisors.

HSBC Holdings Plc has hired JPMorgan Chase & Co. veteran Hannes Hofmann to serve billionaires’ private investment firms ...

CogniCor, an intelligence and orchestration platform, announced the expansion of its Advisory Board with six new industry ...

Just a month ago the labor market was slowing and displayed signs of weakness, but following this latest report the 3-month ...

Leaving the wirehouse or switching wealth management firms is a big decision for financial advisors. Learn how LPL is ...