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David Darst, the well-known investment strategist and Morgan Stanley veteran on joining Houston-based Americana Partners, his family's connection to The Alamo and why now is a time for investors to keep some cash on hand.

The CEO of HighTower "simplified the playbook" at the firm—in January 2018, the firm owned 23% of the revenue, leaving 77% at risk of attrition. Now, it owns 91%.

LourdMurray’s simultaneous deal with Delphi and HighTower may be the way future mergers in the RIA space develop.

The Canadian bank has acquired a family office based in St. Louis and New York. 

Edward Jones has traditionally measured its growth by the number of advisors on its platform; now it wants to focus more on growing clients’ assets by expanding its services.

The team, with $300 million in client assets, has formed StrongBox Wealth and partnered with Dynasty for back-office services.