What do the ever-evolving recruiting practices telegraph to advisors about the ideal candidates and overall hiring strategy of the firms?

In a letter to the firm that administers the protocol, J.P. Morgan specified that its participation does not extend to its branch-based advisors, some of whom they are charging in court with soliciting former clients.

Creative Planning CEO Peter Mallouk and entrepreneur Mark Cuban make a big bet on crypto, Amazon and Netflix versus the S&P 500; Nottingham gets approval for mutual fund-to-ETF conversion; and CI Global launches an Ethereum mutual fund.

The deal will give the combined entity an enterprise value of about $2.2 billion.

Doug Flaherty helped many advisors on his team find new homes after Wells exited the international business.

The team, which will run RBC’s new Lake Forest, Ill., branch, is the latest to jump ship at Merrill Lynch.

JPMorgan Chase will refinance the debt on a San Francisco office tower Vornado co-owns with the Trump Organization.

JPMorgan joins Morgan Stanley in planning to offer rich clients access to funds that enable ownership of Bitcoin.

The mergers, acquisitions and advisor moves you may have missed the week of April 19, 2021.