Targeting institutions looking for a spectrum of planning tools and advisors seeking scale, eMoney's new tool tightens workflow to simplify planning.

The firm will maintain its New York office, and employees will continue to operate out of Chicago and San Francisco.

The leading potential heirs to the fashion icon's £150 million fortune include a child model and his cat, Choupette.

The growth was driven by the firm's new fee model as well as the move to open up the platform to work with any CRM an advisor may be using.

It's the first deal HighTower has done since Bob Oros became CEO.

Is bill pay next? The robo advisor is one step closer to building a consumer-focused financial autopilot.

Wealth/Stack will bring together advisors, fintech professionals and wealth management industry influencers to discuss the future of wealth management.

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

And advisors should be excited about that.

Foster Dykema Cabot & Co. is the latest wealth manager to join the publicly traded Focus, a firm that had 21 such deals in 2018.