News

The firm had net new assets of $185 million during the quarter and reported total client assets of $76.5 billion, down from $86 billion a year ago.

On the heels of Q2 earnings report, Focus Financial launched partnership with Community Capital Technology for client lending.

Eileen Cure was terminated by LPL last summer after accusations of racism against Black job applicants. Now, she's suing the firm for almost $100 million, claiming it stole her clients illegally.

Buoyed by a private equity infusion, The Mather Group reinforced its regional footprint in D.C. and Houston this week.

Hub International's latest acquisition will continue its Southwest expansion.

Edelman acquires a Northern California firm with small retirement plan capabilities as it moves to incorporate more M&A into growth strategy.