The mergers, acquisitions and deals you may have missed the week of May 10, 2021.

U.S. Capital Advisors plans to merge its RIA business with Legacy One to create a $5.6 billion Texas RIA.

RBC adds advisors specialized in the equine industry and socially responsible and ESG investing.

Any investment offering would be a very small portion of the clients’ total wealth because of the volatility, while options include investing through third party investment vehicles.

The mergers, acquisitions and advisor moves you may have missed the week of May 3, 2021.

The industry selling syndicated conservation easements is “facing a ticking time bomb."

The firm has been renamed Totus Wealth Management and offers property and casualty insurance, asset management and advisory services.

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

A seven-person $2B AUM team left Bank of America’s private client division for UBS.

Daryl Bank faces a maximum sentence of 300 years in prison after a jury in Virginia federal court found him guilty of defrauding investors, many of whom were retirees.