Fort Worth, Texas-based Cleros Wealth Partners is led by R. Kyle Kight, Alexander D. Armstrong and R. Jamison Packer.

Raymond James, which has around 9,000 brokers, does not break out a comparable loan total, but it reports how much it spends ...

J. Tiffany Yu, who first registered with Merrill Lynch in 1998, joined an existing J.P. Morgan team in Century City.

&Partners, a three-year-old firm launched by former Wells Fargo and Edward Jones executives, has hired LPL Financial’s chief ...

Meridian CEO discusses creating an equity program, keeping a firm’s culture at scale, utilizing AI efficiently, and keeping a ...

The wealth unit of Ohio-based Whitaker-Myers was founded about a decade ago by advisors Matthew Harris and John-Mark Young.

Advisory clients were placed only into money market funds that generated a payment for Snowden’s broker-dealer.

Active managers who briefly looked like they might finally have their moment earlier this year are once again confronting ...

The balance increased by $447 million from around $1.55 billion one year ago. That reflects a faster increase from the prior year’s term when it increased by $246 million, or around 19%, from roughly ...

Despite a Q3 slowdown, dealmaking in the RIA M&A arena remains robust. I am hearing about so much Q4 activity; even with the ...

Net new assets at the Private Client Group increased to more than $98 billion due to record recruiting and “same store” sales ...

Hightower Advisors has folded Altium Wealth, an affiliated practice with $9 billion in client assets, into its Signature Wealth unit as part of a continued consolidation push, according to an ...