WealthManagement.com

It’s easier to get into college than conventional wisdom would suggest.

Allworth Financial is acquiring the $839 million City Fiduciary Group; it is Allworth’s seventh deal this year.

Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a minority investment into the Peter Mallouk-led RIA.

The acquisitions of Chapel & Collins and Waypoint Capital Advisors expand Mercer's footprints in the Denver and Minneapolis areas, respectively.

It’s been a busy year for active ETFs in general, but the fluctuating interest rate environment has been a particular boon for active fixed-income ETFs. Looser credit conditions could flip the script and make private equity returns more competitive with private credit. These are among the investment must reads we found this week for wealth advisors.

Why we need a frank conversation and detailed solutions for retention.

Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.

Diversified Capital Management was previously with Cadaret Grant before it was bought by Atria Wealth (which was subsequently acquired by LPL Financial earlier this year).

Modera Wealth Management has brought on Kirsten Ly, a former Hightower executive, as director of marketing.

Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman advisors have sued to break non-solicitation contracts this year.