Diana Britton

Eight advisors break away from Wells Fargo, following its exit from international business, and join Sanctuary's global wealth management business.

CUNA Mutual will become one of LPL Financial's largest clients, with 550 advisors and $36 billion in assets.

In this week’s fund news, Morningstar provides a framework for climate change disclosures; T. Rowe launches fifth active ETF; and the space ETF UFO reminds investors 'unidentified aerial phenomena' may pose a risk.

Carolyn Armitage, former managing director at M&A consultant Echelon Partners, will lead the independent advisor platform, currently with 180 advisors.

Cetera completes its acquisition of Voya’s financial planning channel, which will join the firm’s regional director model and be rebranded Cetera Wealth Partners.

After 35 years in the industry, financial advisor Ric Edelman is stepping back from his day-to-day duties at Edelman Financial Engines.

While LPL has had a custody offering for more than a decade, the firm has spent the past two years investing in it and making it more attractive to fee-only advisors. Now the firm is ready to take it to market with...

Jeremy Holly is leaving after 18 1/2 years at LPL to lead M&A efforts for SageView Advisory Group, an RIA recently acquired by Aquiline Capital Management.