The lines between traditional broker/dealer and RIA are getting blurrier.

BTG, which oversees $50 billion in wealth assets, is considering moving to a bigger office in Miami, where its U.S. wealth-management unit is based.

The team, which will run RBC’s new Lake Forest, Ill., branch, is the latest to jump ship at Merrill Lynch.

'When we come into the finals, we’re not the highest, but we’re in the ballpark,' said CEO Paul Reilly, of the firm’s higher transition packages.

Advisor Chad Taylor joins Strategic Wealth Services, LPL's premium affiliation model launched a year ago, from UBS Financial Services.

Kandor, which serves international clients, comes under Summit's custom capital model, launched in January.

The bulk of first quarter RIA M&A occurred in January, contributing to a record quarter, but activity has since slowed down, according to DeVoe & Company.

The firm’s net new assets in the wealth management business were up 183% from a year ago, which executives attribute to net new clients, asset consolidation from existing clients and stock plan retention.

San Francisco–based advisor Kristin Bartlow and her team bring $180 million in client assets to Journey Strategic Wealth, a new spin on the aggregator model, from Northwestern Mutual.