Industry

Fiduciary Trust International's acquisition of Pennsylvania Trust is the firm's second deal this month.

The pace of deals will rapidly escalate this year, even as the size of acquired firms is falling, predicts DeVoe & Co. RIAs and consolidators are leading buyers, as banks seem to be backing away from the market.

Cerity Partners announced the acquisition of $1 billion AUM Sullivan & Serwitz.

Customers opened 433,000 new brokerage accounts in fourth quarter, bringing the total to 12.3 million.

The client relationship form is, by design, limited to two pages in order to ensure brevity and clarity of disclosures. Yet many are grappling with the space limitations by using interactive tools and hyperlinks to other, lengthier documents...

LA-headquartered RIA creates a fiduciary institutional consulting team.