The recruiting wars continue, with Cetera recruiting over a Chicago-based team with $640 million in assets.

Succession Lending will now be known as SkyView Partners and expand into mergers and acquisitions deal structure.

Jud Mackrill, who co-founded Mineral Interactive, said he is not leading an effort for Carson to work with the firm.

CUSO Financial Services, a b/d subsidiary of Atria Wealth Solutions, renewed contracts with more than a dozen credit unions with $36 billion in client assets.

The private investment firm is pushing mega-wealthy families to design portfolios like endowments and foundations.

CFA candidates will be able to take the first-level exam on computers, starting in 2021, the CFA Institute said.

Remember what Napster did to the music industry? Financial services hears the same song, second verse.

Joe Ferlisi will be Rockefeller Capital Management's chief information officer.

FinTech Advisory Working Group will help companies navigate regulatory requirements.

Following enthusiastic crypto-centered talks at several advisor conferences, Edelman is forming a group tasked with educating RIAs on blockchain and cryptoassets.