The UBS x Luminary Fellowship Program will be given to 55 candidates, and is aimed at assisting businesses that are owned and operated by women of color to help them withstand the pandemic's impact.

Don McDonald and Tom Cock, hosts of the 'Talking Real Money' podcast and co-founders of the RIA Vestory, will expand Apella’s West Coast footprint.

The wealthtech software provider hired fintech veteran Minerva Tantoco as its first CTO.

Susan L. Welo claims AdvisorNet cost her her livelihood.

Reynaldo Figueredo made the move to the division of Raymond James based on its client-centric culture and boutique feeling, and is the sixth advisor to join the division's Miami office this year.

The leadership changes come just days after Charles Schwab closed its acquisition of TD Ameritrade.

Larry Sprung, based in Hauppauge, N.Y., and managing $58 million in client assets, will join Carson Group as a partner.

Jeff Dekko's Wealth Enhancement Group said Thursday that it has acquired its second New York RIA in a month, 10-15 Associates, with $933 Million in AUM.

When advisors were asked to keep physical distance from clients and colleagues, they turned to social media more than ever before.