Diana Britton

Andy Swan, co-founder of LikeFolio, and Ryan Shanks, co-founder and CEO of FA Match, will no longer serve on the board.

In its second quarter M&A report, Fidelity recorded just three RIA deals in April, yet activity spiked in June, with 14 deals across $20.6 billion in assets.

David Geibel is the new president of Girard, replacing Kevin Norris, who recently retired.

A U.S. district court entered final judgments against former deVere CEO Benjamin Alderson and a former manager, Bradley Hamilton. Alderson was ordered to pay a total of $400,000 in disgorgement, prejudgment interest...

Rather than a subscription-based service, the RIA's Outsourced CIO will provide customized investment services.

Ross, an outspoken voice on bitcoin and cryptocurrency issues facing financial advisors, will work with Reality Shares to improve the industry’s access to blockchain and digital asset investments.

The acquisition of M.J. Smith and Associates is part of a transition strategy for the RIA’s founder.