CI’s deal with Seattle-based McCutchen Group is its first in the Pacific Northwest, and it will expand the firm's footprint in the ultra-high-net-worth market.

Michael Townsend, Schwab’s managing director of legislative and regulatory affairs, also discussed SEC exam priorities, and the latest developments in D.C. for the estate and capital gains tax rates during a presentation at Schwab’s IMPACT...

The acquisition of Lake Point Advisory Group adds to Mercer's 'deep bench' in Texas, CEO Dave Welling says.

Everest Consolidator Acquisition, a new SPAC targeting the RIA and wealth management industry, seeks to raise $150 million through its initial public offering filed with the regulators this week.

A new pay structure is coming for J.P. Morgan Advisors, Jamie Dimon announced before a meeting with the Queen.

During the opening of Schwab’s virtual IMPACT conference, Walt Bettinger said investors were seeking an “even higher level” of personalization.

The independent wealth management network is launching a new automated digital onboarding system, a Salesforce-based relationship management system, Advisor Business Hub and video marketing partnership.

Advisors are making the most of the pandemic commercial real estate environment

The Labor Department’s proposed rule would remove obstacles for fiduciaries to consider ESG issues in investments, with one public policy expert expecting it to be finalized by early 2022.