The seventh breakaway advisor to join Snowden Lane this year, William “Trey” Jones III managed $230 million at Merrill Lynch.

On an earnings call this week, CEO Kurt MacAlpine said to expect more acquisitions at a less frenzied pace than past years as the company continues to pay down debt.

A host of ‘strategic’ hires and promotions were announced this week, as firms continue to focus on growth.

Hightower, Robertson Stephens, Wealth Enhancement Group, Hub International and Sikitch all announced M&A deals this week.

Dee Morgan will take a more proactive approach to acquisitions of both broker/dealers and RIAs, whether that's through minority, majority or 100% stakes.

Industry sources say Focus Financial Partners' new private equity owner plans to merge the sprawling ecosystem of firms into a small number of its existing entities.

Net new assets reported by RIAs dropped by 40% YOY, according to a Fidelity survey suggesting it may be time to consider adjusting fees and outsourcing functions.

The AI-powered lead optimization tool developed by Fidelity Labs now matches unique messages to different groups of convertible prospects.

Abacus Life went public via a SPAC in July, and is now getting into the wealth management business.

Republic Capital Group moves from Space City to the Big Apple in a bid for proximity and talent.