Kingswood now has until Feb. 24 of next year to complete its merger with broker/dealer aggregator Wentworth.

Mariner's "ongoing" campaign to lure Edelman Financial Engines advisors includes calling the larger RIA a "sinking ship."

It was another busy week for M&A in the RIA space, with no less than 10 firms announcing deals, representing close to $8 billion in transacted assets.

Executives say Osaic's new name and consolidation drove a 240% increase in its recruited assets in the third quarter over a year ago.

Joining as a founding managing partner and global investment strategist, Joelson brings an impressive resume to the nascent, tech-centric advisory platform.

Telemus adds Chicago-based Ketoret Capital, which focuses on serving widows, divorcees and members of the Jewish diaspora.

Also, Wealthfront grew client assets, Income Lab selects BridgeFT, Summit adds LifeYield, and AdvicePay surpasses a million transactions.

The latest deals add $389 million in assets and two upstate New York offices.

Advisors will now have more flexibility in scheduling rebalances of their chosen models.

Steward is getting into the M&A game for real, establishing an 'owned business’ division with Freedom Street Partners.