Financial advisors were split on the current state of the economy, while a majority held a positive view of the stock market in April, according to WealthManagement.com's Advisor Sentiment Index.

As RIAs continue to consolidate, the industry will soon see a $1 trillion AUM firm emerge, Clark predicted at Schwab’s Institutional Investor Day.

Aidan Walsh is the latest hire at the firm staked by Constellation Wealth Capital.

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

Pilot Financial, which has 105 advisors, joins LPL as an office of supervisory jurisdiction, following Lincoln's sale to Osaic.

Also, Sanctuary Wealth appoints Robert Coppola as chief technology officer, DriveWealth hires new executives and Commonwealth Financial Network partners with iCapital.

The acquisitions of Wealth Management Solutions and Autumn Wind Asset Management represent Modern Wealth’s seventh and eighth transactions and bring its assets to over $3.7 billion.

While making the case for improved industry diversity is “not a sprint,” showing the financial imperative for doing so is the best way to convince leaders, according to participants during the Focused on the Future Think Tank at Wealth Management...