It's not easy to get six insurance companies on the same platform, but Envestnet Insurance Exchange is finally publicizing its launch window.

North Dakota-based Alerus Financial is dropping its broker/dealer to join Infinex. Meanwhile, several small bank programs decamp for LPL.

Ben Brigeman, nonexecutive chairman of the board of directors, will take over as interim CEO, according to sources close to the firm.

A combination of cash, earnings from sellers and leverage has primed the independent firm for deals in this year.

To power the new service, Chalice acquired Succession Link, an online matching service for M&A deals and formed a partnership with Oak Street Funding, a non-SBA lender.

Talks between the private equity owners of Cetera and Advisor Group reportedly broke down last week, as some advisors say Cetera is struggling to meet their expectations.

The goals-based planning application is built on core technology from Fiserv that has been highly customized.

As Independent Financial Partners gets ready to launch its own b/d, four teams decide to stay with LPL and affiliate with another OSJ, Integrated Financial Partners.

What's behind the firm’s digitally led recruiting and transition approach.