Following a tidal wave of deals in the direct indexing space, Vanguard announces its first ever corporate acquisition, buying wealth management tech company Just Invest.

The advisor moves and acquisitions you may have missed the week of July 5, 2021.

Wirehouse advisors reported lower levels of support and greater levels of business disruption over the last year compared to non-wirehouse and independent advisors, according to a J.D. Power survey.

Employees can start applying for hybrid working as soon as local pandemic rules allow.

The firm is the latest charged with failing to oversee reps who recommended early rollovers of unit investment trusts (UITs) that left clients saddled with higher sales charges.

Citigroup will help its richest clients bet on crypto as part of a new digital assets group inside its wealth management unit.