PWA and HighPoint merge to catch wirehouse breakaways.

The wealth management deals for the week of February 8, 2021.

The firm is training advisors on its new Practice Tech Platform to centralize and manage day-to-day tasks in a single application.

Advisors need better ways to optimize retirement income if they hope to hold on to a grayer client base. Our tech columnist looks at two innovators that have taken up the challenge.

The new service, out of its pilot stage, is now available to all LPL advisors and promises to shorten the time it takes them to complete acquisitions from six to nine months to 60 to 90 days.

Independent advisors are gaining ground on their bank-based peers when it comes to loans and cash management tools, improving the client relationship—and keeping those assets closer to home.

Cetera's acquisition of Voya's financial planning channel is expected to moderately increase the firm’s leverage, but not enough to change S&P Global Ratings' credit outlook.

She succeeds former CEO Jeff Auld, who recently announced his retirement, and rounds out a trio of female leaders atop the Advisor Group IBD.

DeLynn Zell left the brokerage world in 2008 to launch an RIA that has grown 17% year over year to $2 billion in AUM. "we could sell this firm by Friday," she jokes, but she and her team want to build a legacy business for the next-generation of...

The 900 Voya advisors won't have to repaper client accounts, and Cetera will offer some form of transition assistance to retain them.