Leo Almazora

The tie-up, arriving days after BlackRock's own push to introduce new benchmarking tools, pairs MSCI's index expertise with UBS's alternatives book.

The Investment Adviser Association, CFP Board, and the CFA Institute warn semiannual filings would widen information gaps and raise costs for advisors and clients.

Deal marks firm's 11th acquisition, pushes AUM above $11 billion as Seascape's Portsmouth team joins the RIA.

New York advisory practice Foothills Legacy Wealth Management joins hybrid RIA &Partners, extending a recruiting run built on Wells Fargo departures.

Merrill's latest hires span Colorado to Louisiana, even as industry-wide recruiting data suggests the firm is losing almost as many advisors as it gains.

Alex Katz and Conor Wilkes take the reins as Aspen Standard Wealth's $4 billion affiliate accelerates its growth strategy.

Financial disclosures show the president moved crypto proceeds into traditional assets even as the broader market of digital assets slumped.

The Elevation Point-backed multifamily office adds two advisors from Inscription Capital as Texas cements its status as a wealth hub.

Agentic AI is landing in trading, treasury and wealth management roles across major banks, with advisory functions as the next frontier.

Meanwhile, Wells Fargo lures defectors from UBS and JPMorgan to expand in the East Coast, while another bank aligns itself with RayJay's financial institutions division.