Lynch Retirement Investment Group brings WEG to almost $82 billion and adds a fourth Maryland office.

The bank has repositioned itself to serve ultra-wealthy international clients after closing more than 200 branch locations in the U.S.

Former leaders at Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group have joined to accelerate the firm's growth as a new multicustodial platform for independent advisors.

The asset class continues to gain momentum, marking the sixth consecutive quarter of growth.

The bank has struck an agreement to transfer clients and their assets from the unit known as Marcus Invest to Betterment, a $45 billion digital investment-advisory firm.