With new Actua ownership, Dunlap and capital, FolioDynamix CEO Joseph Mrak says his firm has Envestnet in its sights

In its latest burst of bureaucratic creativity, the wirehouse cop acknowledges the scourge of Wall Street culture then quickly excuses the behavior it elicits

Net-net, an energy glut affords big benefits but the systemic shock, markets, economies and geopolitics, pose plausible threats

Justin Wisz's robo-marketing for advisors already serves RIAs like Halbert Hargrove but now he's reaching for a higher rung of robotics

Smaller companies with Betterment-ish-sounding names like Earnest Operations and Boxed are the early guinea pigs but big dogs are on the robo's 401(k) board of directors

The New York-based private equity firm picked up ING's brokers in 2009 for a song after market meltdown but AIG networks has intangible value as a survivor

Tracy Calder joins a lengthening line of hires that follow a deluge of SEC fines

The Vanguard CEO sees new era of 'advisor alpha' facilitated by software and low costs

The San Francisco-based firm is first to create published minimums and all the Big Three custodians point fingers at recalcitrant asset managers

The objective isn't to cure the disease but to treat the myriad of symptoms being experienced until healing can occur

The ominious 'death cross' phenomenon suggest the market could be scraping bottom

Sargent Bickham Lagudis rebrands under $250 million AUM Colorado Financial Management in search for newly prosperous clients

After selling $4.5-billion Windhaven to Schwab for $150 million he eventually left at $19 billion, then missed the culture of independence

With his wife, Larissa, as sidearm, Matt Sonnen seeks to fulfill a niche for a service level between John Furey and Shirl Penney

Park Sutton and Advice Dynamics Partners are trying out the power of two, without too much heavy paperwork

More. But at about 14.75x forward earnings, or the levels of mid-2013, so far, so normal.

Kovitz Investment Group becomes the roll-up's fourth Chicago holding -- and maybe the most ambitious

Moves leading up to the 52-year-old Yalie's departure, made under duress, removed the CEO's chief rival and chief heat shield

The $800-billion Atlanta money manager is trying a modern model portfolios play on buying distribution for a more prominent seat at the table

Does Vanguard's Personal Advisor Services' zoom to $31 billion makes it a the 'single greatest threat' to classic RIAs?

What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium

Min Zhang will literally size you up and analyze your life like an actuary with Totum Wealth

Johnson Financial Group adds 40 advisors and $2.1 billion but does a reverse branding merger

In a world of undifferentiated wealth managers, a culture of millennial-style openness addresses the core issues -- trust and accountability

LPL's ex-marketing chief comes to the long-forgotten wirehouse believing its long history provides grist for a compelling narrative

The founder and former CEO of Washington Wealth Management vows not to 'sell out' but AdvisorHUB's new business model is still being developed

PE dollars, succession angst, women executives seeking same and, of course, the robo sweepstakes spurred these advisor-entrepreneurs to dare and to risk much