Edward Jones relaunches its diversity program, Morningstar introduces a cloud-based platform and Jeff Locke’s financial advice.

There’s plenty of opportunity, argued a panel of acquiring RIAs at Schwab IMPACT. But unrealistic expectations on the part of buyers and sellers mean there is far more “frog kissing” than actual matches.

Changes haven’t been made since 2009.

CEO Abby Johnson has moved her moved her office to the 11th floor of Fidelity’s headquarters, where many of the money managers and other key employees work.

Orion increases integrations with its Insight app, Chicago-area advisor accused of fraud and there’s more drama with Prince’s estate.