A spokesperson said Bank of America was wrapping up its evaluation of the new offerings that were approved earlier this week by the SEC. The news comes the same day the bank unveiled its fourth quarter of 2023 earnings report.

At least 10 deals, representing more than $8 billion in transacted assets, were announced this week along with a rebrand and two RIA launches.

Also, Smartleaf Asset Management collaborates with Clearstead Advisors and retirement assets in automated state savings programs reach $1 billion.

The $2 billion AUM Stafford Schauer Private Wealth Team joins Arax's Ashton Thomas Private Wealth from Deutsche Bank.

Two years after marrying, the firms now share the same name.

Pierce will stay on until April 1 as Cetera implements a "downstream" recruiting strategy.

A redesigned CAIA certification program for alternative investments highlights the need for advisors to approach the sector as a long-term, strategic play.

Brandon Corso will work from a new Baird office in the greater Washington, D.C., area.