WealthManagement Edge

After nearly 40 years with Merrill, advisor Alicia Fuller and her team join under Steward's W2 employee model and will use Raymond James for custody.

Moody’s changed its outlook on Focus to negative, citing the firm’s “hub” strategy. Meanwhile, the agencies assigned junk ratings to Edelman’s proposed $575 million term loan.

The digital-focused advisory recruits advisors from UBS, Farther and others, bringing its total assets to over $400 million.

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.