The Canadian company will take a majority stake in California-based One Capital, an RIA with $1.6 billion in client assets, its second acquisition of a U.S. RIA in as many months.

Envestnet | Tamarac decided to focus on administrative improvements as its developers got to work on the tool purchased from Schwab.

Defections from Royal Alliance/Advisor Group bring a coterie of CFP/CPAs to LPL.

The grants will be based on advisors’ 2020 performance and will be awarded in the first quarter of 2021.

The Transamerica Center for Retirement Studies recently released its comprehensive retirement survey of American workers, and the results show that the SECURE Act could not come soon enough.

Advisors using LifeYield, Totum Risk and Orion Advisor Solutions will see greater efficiency, according to the firms involved.

The firm aims to make existing SEC data from Form ADVs more useful and timely.

Atria Wealth Solutions unit Cadaret Grant has added a $90 million AUM advisory firm in upstate N.Y.

John Ressler is SagePoint's 14th advisor recruit over the last six months.

Fidelity finds increase in AUM and AUA year over year.