Jeff Yabuki, chairman and founding partner of Motive Partners, one of InvestCloud's private equity backers, is the permanent replacement for former CEO John Wise.

BlackRock is among big money managers, including Wellington Management and T. Rowe Price Group Inc., that have recently cut jobs and redirected budgets.

A majority of stock analysts now recommend investors hold Morgan Stanley, but not to add shares, while they recommend buying Citigroup.

Mercer is picking up an Iowa practice with $275 million in assets in its second deal of the year.

Capital Management Group of New York represents Hightower’s first "strategic investment" of 2024.

The IBD has created a new RIA, BridgePort Financial Solutions, to execute on its flexible acquisition strategy; it launches with three transactions and $1 billion in assets under advisement.

Sander Ressler's Vidiance aims to deliver client testimonials compliant with SEC marketing rules.

Diversify adds more than $2 billion in AUM with the debut of its acquisitive employee model.

Since taking over as CEO following co-founder Jud Bergman’s death in 2019, Crager and the company have weathered several storms.